Civic Intelligence

Tuw Barney Davidson

990PF • Fiscal year 2020 • EIN 65-6186687

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 25, 2021

Organization Profile
2701 South Bayshore DriveMiami, FL 33133

(305) 860-2725

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-138%

Higher net margin than 8% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$9,487

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 64.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

33rd percentile

-5.4%

Faster asset growth than 33% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

33%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$355,593

Down $20,488 (-5.4%) from 2019

Net Assets

Down

$355,593

Down $20,488 (-5.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

Up

$14,834

Up $3,710 (+33%) from 2019

Expenses

Up

$35,322

Up $1,494 (+4.4%) from 2019

Net Income

Up

-$20,488

Up $2,216 (+9.8%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$600K$400K$200K$0Assets 2012: $413,756Liabilities 2012: $02012Assets 2013: $408,090Liabilities 2013: $02013Assets 2014: $397,131Liabilities 2014: $02014Assets 2015: $381,211Liabilities 2015: $02015Assets 2017: $422,387Liabilities 2017: $0Net Assets 2017: $422,3872017Assets 2018: $398,785Liabilities 2018: $0Net Assets 2018: $398,7852018Assets 2019: $376,081Liabilities 2019: $0Net Assets 2019: $376,0812019Assets 2020: $355,593Liabilities 2020: $0Net Assets 2020: $355,5932020Assets 2021: $337,166Liabilities 2021: $0Net Assets 2021: $337,1662021Assets 2022: $292,578Liabilities 2022: $0Net Assets 2022: $292,5782022Assets 2023: $284,215Liabilities 2023: $0Net Assets 2023: $284,2152023Assets 2024: $263,209Liabilities 2024: $0Net Assets 2024: $263,2092024

Highlighted filing

2020

Assets$355,593
Liabilities$0
Net Assets$355,593
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$100K$50K$0-$50KRevenue 2012: $13,398Expenses 2012: $31,276Net Income 2012: -$17,8782012Revenue 2013: $26,041Expenses 2013: $32,300Net Income 2013: -$6,2592013Revenue 2014: $25,964Expenses 2014: $37,607Net Income 2014: -$11,6432014Revenue 2015: $16,870Expenses 2015: $33,015Net Income 2015: -$16,1452015Revenue 2017: $95,920Expenses 2017: $54,874Net Income 2017: $41,0462017Revenue 2018: $20,124Expenses 2018: $43,726Net Income 2018: -$23,6022018Revenue 2019: $11,124Expenses 2019: $33,828Net Income 2019: -$22,7042019Revenue 2020: $14,834Expenses 2020: $35,322Net Income 2020: -$20,4882020Revenue 2021: $17,487Expenses 2021: $35,914Net Income 2021: -$18,4272021Revenue 2022: $12,212Expenses 2022: $56,800Net Income 2022: -$44,5882022Revenue 2023: $20,581Expenses 2023: $28,944Net Income 2023: -$8,3632023Revenue 2024: $9,319Expenses 2024: $30,325Net Income 2024: -$21,0062024

Highlighted filing

2020

Revenue$14,834
Expenses$35,322
Net Income-$20,488
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 25, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COCONUT GROVE BANKCorporate Trustee-$9,487-$9,487
Filing and Contact Details

Filer

Filer Name
Tuw Barney Davidson
EIN
65-6186687
Phone
3058602725
Address
2701 SOUTH BAYSHORE DRIVE, MIAMI, FL 33133

Signing Officer

Name
Vania E Orozco
Title
Trustee
Phone
3058602725
Signed
2021-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
2525 PONCE DE LEON BLVD SUITE 1040, CORAL GABLES, FL 33134
Preparer
Ioanna Kalymialaris
Phone
7866936300
Raw XML Appendix317 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0136.00 SHARES ISHARES CORE S&P MID-CAP (MKT)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3314.334 SHARES COHEN & STEERS INSTL REALTY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31, 038.062 SHARES COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SECTION 1250 GAIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt021149
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLASTIC FUND FOR THE HANDICAPPED WITH PREFERENCE FOR THE BLIND TO ATTEND THE COLLEGE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MIAMI DADE COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0300 NE SECOND AVENUE SUITE 1423
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033132
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021149
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018613
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03018
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012178
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04835
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01613
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02712
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03018
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023448
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04835
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012178
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07343
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt087
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt087
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VANIA E OROZCO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03058602725
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUW BARNEY DAVIDSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COCONUT GROVE BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0BARN
ReturnHeader/Filer/EIN0656186687
ReturnHeader/Filer/PhoneNum03058602725
ReturnHeader/Filer/USAddress/AddressLine1Txt02701 SOUTH BAYSHORE DRIVE
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033133
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02525 PONCE DE LEON BLVD SUITE 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORAL GABLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033134
ReturnHeader/PreparerPersonGrp/PhoneNum07866936300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IOANNA KALYMIALARIS
ReturnHeader/ReturnTs02021-11-01T12:26:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VANIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OROZCO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$355,593
Liabilities
$0
Net assets
$355,593
Revenue
$14,834
Expenses
$35,322
Net income
-$20,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.09$0.30$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.21$0.29$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.12$0.57$0.45
2021Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.17$0.36$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.15$0.35$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.11$0.34$0.23
2018Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.20$0.44$0.24
2017Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.96$0.55$0.41
2015Summary only. Only limited summary data is available for this year.$3.81$0.00$0.17$0.33$0.16
2014Summary only. Only limited summary data is available for this year.$3.97$0.00$0.26$0.38$0.12
2013Summary only. Only limited summary data is available for this year.$4.08$0.00$0.26$0.32$0.06
2012Summary only. Only limited summary data is available for this year.$4.14$0.00$0.13$0.31$0.18