Civic Intelligence

The Batchelor Foundation Inc.

990PF • Fiscal year 2017 • EIN 65-0188171

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

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

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.22x

Higher debt load relative to revenue than 26% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

13th percentile

$242,526

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • $250M-$1B nonprofits • Source year 2017

Asset Growth

67th percentile

9.8%

Faster asset growth than 67% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

107%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$370,820,631

Up $32,995,723 (+9.8%) from 2016

Net Assets

Up

$365,491,939

Up $35,522,262 (+11%) from 2016

Liabilities

Down

$5,328,692

Down $2,526,539 (-32%) from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin74th percentile

Revenue

Up

$23,769,051

Up $12,259,866 (+107%) from 2016

Expenses

Down

$20,217,019

Down $5,416,758 (-21%) from 2016

Net Income

Up

$3,552,032

Up $17,676,624 (+125%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2017

Assets$370,820,631
Liabilities$5,328,692
Net Assets$365,491,939
Open 2017 Filing

Operations Trend

Revenue Growth95th 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

2017

Revenue$23,769,051
Expenses$20,217,019
Net Income$3,552,032
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL J FERRARESITrustee & Co-CEOFT$186,197$56,329$242,526
ANNE O BATCHELOR-ROBJOHNSTrustee & Co-CEOFT$189,003$39,147$228,150
NANCY ANSLEYCFOFT$186,197$30,485$216,682
JON BATCHELORTrustee, Exec. V PresidentFT$151,715$58,877$210,592
CARIDAD VELASCOControllerPT$111,862$46,246$158,108
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
2017-11-13
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 2,926 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/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0329969677
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0365491939
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09209677
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010262812
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010262812
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0337824908
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0370820631
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0370820631
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07855231
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05328692
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0337824908
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0370820631
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0329969677
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0365491939
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0352497201
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011620101
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0340877100
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05287458
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017360487
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0347209743
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0352497201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt067450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt028164
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/BusinessNameLine1Txt0GRYPHON INTERNATIONAL INVESTMENT CORP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1MONDRIAN ALL COUNTRIES WORLD EQUITY FUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2CHAMPLAIN INVESTMENT PARTNERS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3THE CONCORD ADVISORY GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4SOUTHERN SUN ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0193458
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1192160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2148316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3141607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4139345
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/AddressLine1Txt01105 N MARKET ST STE 1118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1346 SHELBURNE ROAD 6TH FLR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2PO BOX CN 5275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt36000 POPLAR AVENUE SUITE 220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2PRINCETON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3MEMPHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd019801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd105401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd2085435275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd338119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt03
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/CompensationAmt0189003
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1186197
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3151715
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4186197
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5111862
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt039147
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt156329
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt358877
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt430485
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt546246
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd433139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd533139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt019394789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt019581461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt024944418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt021789896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt016736463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt020232344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt011042868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.055859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.073837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.058711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.062333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.038281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0186672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0347209743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0337832436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0371139995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0362794465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0324587205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0288468494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt020717215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.279294
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt020530543
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020717215
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0186672
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020717215
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$370,820,631
Liabilities
$5,328,692
Net assets
$365,491,939
Revenue
$23,769,051
Expenses
$20,217,019
Net income
$3,552,032
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