Civic Intelligence

The Allen Foundation Inc

990PF • Fiscal year 2020 • EIN 65-0512905

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

3300 NE 36th Street 1001Ft Lauderdale, FL 33308

(954) 561-4450

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

22869%

Higher net margin than 100% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

1st percentile

-56%

Faster asset growth than 1% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Assets

Down

$859,693

Down $1,096,969 (-56%) from 2019

Net Assets

Down

$859,693

Down $985,211 (-53%) from 2019

Liabilities

Down

$0

Down $111,758 (-100%) from 2019

Revenue

Down

-$4,767

Down $472,845 (-101%) from 2019

Expenses

Up

$1,085,382

Up $872,185 (+409%) from 2019

Net Income

Down

-$1,090,149

Down $1,345,030 (-528%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,186,123Liabilities 2011: $02011Assets 2012: $3,070,420Liabilities 2012: $02012Assets 2013: $3,910,507Liabilities 2013: $02013Assets 2014: $4,729,234Liabilities 2014: $02014Assets 2015: $4,078,503Liabilities 2015: $02015Assets 2017: $4,710,443Liabilities 2017: $90,618Net Assets 2017: $4,619,8252017Assets 2019: $1,956,662Liabilities 2019: $111,758Net Assets 2019: $1,844,9042019Assets 2020: $859,693Liabilities 2020: $0Net Assets 2020: $859,6932020Assets 2021: $389,585Liabilities 2021: $50,256Net Assets 2021: $339,3292021Assets 2022: $372,938Liabilities 2022: $48,609Net Assets 2022: $324,3292022Assets 2023: $197,428Liabilities 2023: $3,487Net Assets 2023: $193,9412023Assets 2024: $414,208Liabilities 2024: $3,356Net Assets 2024: $410,8522024

Highlighted filing

2020

Assets$859,693
Liabilities$0
Net Assets$859,693

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $247,817Expenses 2011: $72,850Net Income 2011: $174,9672011Revenue 2012: $665,522Expenses 2012: $108,265Net Income 2012: $557,2572012Revenue 2013: $716,600Expenses 2013: $131,662Net Income 2013: $584,9382013Revenue 2014: $579,844Expenses 2014: $219,901Net Income 2014: $359,9432014Revenue 2015: $575,851Expenses 2015: $202,463Net Income 2015: $373,3882015Revenue 2017: $349,037Expenses 2017: $245,861Net Income 2017: $103,1762017Revenue 2019: $468,078Expenses 2019: $213,197Net Income 2019: $254,8812019Revenue 2020: -$4,767Expenses 2020: $1,085,382Net Income 2020: -$1,090,1492020Revenue 2021: $7,366Expenses 2021: $581,715Net Income 2021: -$574,3492021Revenue 2022: $34,934Expenses 2022: $49,934Net Income 2022: -$15,0002022Revenue 2023: $54,227Expenses 2023: $272,302Net Income 2023: -$218,0752023Revenue 2024: $25,574Expenses 2024: $56,862Net Income 2024: -$31,2882024

Highlighted filing

2020

Revenue-$4,767
Expenses$1,085,382
Net Income-$1,090,149
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE ALLENPresident/SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Allen Foundation Inc
EIN
65-0512905
Phone
9545614450
Address
3300 NE 36TH STREET 1001, FT LAUDERDALE, FL 33308

Signing Officer

Name
Joseph Allen
Title
President
Phone
9545614450
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Barnes Preston Global Cpas Pa
Address
2929 E COMMERCIAL BOULEVARD SUITE, 409, FT LAUDERDALE, FL 33308
Preparer
Amy M Preston CPA
Phone
9544911950
Raw XML Appendix394 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/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE OPERATIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE OPERATIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NATIONAL PHILANTHROPIC TRUST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5FIDELITY CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6FIDELITY CHARITABLE GIFT FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4100 CROSBY PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5100 CROSBY PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6100 CROSBY PKWY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6410159325
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt086085
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt067288
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010323
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0398
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0398
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SUBSTITUTE PYMTS IN LIEU OF DIV OR INT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02600
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt17112
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt17112
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0104938
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO PREVIOUS YEARS BALANCES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0111758
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013903
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013903
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09545614450
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ALLE
ReturnHeader/Filer/EIN0650512905
ReturnHeader/Filer/PhoneNum09545614450
ReturnHeader/Filer/USAddress/AddressLine1Txt03300 NE 36TH STREET 1001
ReturnHeader/Filer/USAddress/CityNm0FT LAUDERDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033308
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471648545
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNES PRESTON GLOBAL CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02929 E COMMERCIAL BOULEVARD SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0409
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033308
ReturnHeader/PreparerPersonGrp/PhoneNum09544911950
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY M PRESTON CPA
ReturnHeader/ReturnTs02021-05-17T16:30:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALLEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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