Civic Intelligence

The Batchelor Foundation Inc.

990PF • Fiscal year 2020 • EIN 65-0188171

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

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

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.10x

Higher debt load relative to revenue than 17% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

8th percentile

-32%

Higher net margin than 8% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

41st percentile

$471,922

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

5th percentile

-7.2%

Faster asset growth than 5% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

32%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$349,399,977

Down $27,158,220 (-7.2%) from 2019

Net Assets

Down

$347,663,505

Down $26,202,157 (-7.0%) from 2019

Liabilities

Down

$1,736,472

Down $956,063 (-36%) from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin8th percentile

Revenue

Up

$18,163,787

Up $4,390,369 (+32%) from 2019

Expenses

Up

$23,923,485

Up $2,343,175 (+11%) from 2019

Net Income

Up

-$5,759,698

Up $2,047,194 (+26%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2020

Assets$349,399,977
Liabilities$1,736,472
Net Assets$347,663,505
Open 2020 Filing

Operations Trend

Revenue Growth89th 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

2020

Revenue$18,163,787
Expenses$23,923,485
Net Income-$5,759,698
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL J FERRARESITrustee & Co-CEO (Retired March 2020)FT$429,343$42,579$471,922
ANNE O BATCHELOR-ROBJOHNSTrustee & CEO, Chairman, SecretaryFT$214,050$18,354$232,404
NANCY ANSLEYTreasurer & CFOFT$209,527$20,511$230,038
JON BATCHELORTrustee, Exec. V PresidentFT$171,850$52,659$224,509
CARIDAD VELASCOControllerPT$122,378$42,898$165,276
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
2020-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Kaufman Rossin & Copa
Address
3310 MARY STREET SUITE 501, MIAMI, FL 33133
Preparer
John Anzivino
Phone
3058585600
Raw XML AppendixShowing 400 of 3,616 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/RetainedEarningEOYAmt0347663505
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06067769
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08090378
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt08090378
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0376558197
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0349399977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0350389977
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02692535
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01736472
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0376558197
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0349399977
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0373865662
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0347663505
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0361229204
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07815585
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0353413619
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05418438
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017790538
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0355810766
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0361229204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt073707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt025416
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/BusinessNameLine1Txt0MONDRIAN ALL COUNTRIES WORLD EQUITY FUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1GRYPHON INTERNATIONAL INVESTMENT CORP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2THE CONCORD ADVISORY GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3CHAMPLAIN INVESTMENT PARTNERS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4ZAZOVE ASSOCIATES LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0189286
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1184264
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2143280
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3138184
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4111865
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/AddressLine1Txt1PO BOX CN 5275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2346 SHELBURNE ROAD 6TH FLR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3520 LAKE COOK RD SUITE 178
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1PRINCETON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3DEERFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd019801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd1085435275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd205401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd360015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt03
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt530.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0214050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1429343
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2171850
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4209527
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5122378
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt018354
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt142579
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt252659
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt420511
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt542898
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/PersonNm2JON BATCHELOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JACK FALK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4NANCY ANSLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CARIDAD VELASCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE & CEO, CHAIRMAN, SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE & CO-CEO (RETIRED MARCH 2020)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE, EXEC. V PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER & CFO
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/AdjNetVlNoncharitableAssetsAmt020660864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt020900336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt021066526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt015685243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt020530543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt024944418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt021789896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.058067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.057554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.041102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.059130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.073837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.058711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0239472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0355810766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0366027742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0381619833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0347209743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0337832436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0371139995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt022669191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.290334
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt022429719
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt022669191
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0239472
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt022669191
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$349,399,977
Liabilities
$1,736,472
Net assets
$347,663,505
Revenue
$18,163,787
Expenses
$23,923,485
Net income
-$5,759,698
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