Civic Intelligence

Philanthropy Miami Inc

EIN 84-1786529 • 501(c)3 • Miami, FL

Profile

Building a thriving community of professionals, volunteers and organizations working toward a greater miami, by increasing the ability of organizations and individuals to drive social change by elevating education and networking.

2045 Biscayne Boulevard Ste 282Miami, FL 33137

philanthropymiami.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.02x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

61st percentile

8.4%

Higher net margin than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

53rd percentile

1.2%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$203,858

Up $34,432 (+20%) from 2024

Liabilities

Down

$5,078

Down $3,962 (-44%) from 2024

Net Assets

Up

$198,780

Up $38,394 (+24%) from 2024

Operations
Liabilities / Revenue70th percentileNet Margin61st percentile

Revenue

Up

$394,774

Up $4,578 (+1.2%) from 2024

Expenses

Down

$361,443

Down $38,830 (-9.7%) from 2024

Net Income

Up

$33,331

Up $43,408 (+431%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2020: $29,814Net Assets 2020: $29,8142020Assets 2021: $35,780Liabilities 2021: $10,0042021Assets 2022: $46,937Liabilities 2022: $1,575Net Assets 2022: $45,3622022Assets 2023: $171,748Liabilities 2023: $1,285Net Assets 2023: $170,4632023Assets 2024: $169,426Liabilities 2024: $9,040Net Assets 2024: $160,3862024Assets 2025: $203,858Liabilities 2025: $5,078Net Assets 2025: $198,7802025

Highlighted filing

2025

Assets$203,858
Liabilities$5,078
Net Assets$198,780
Open 2025 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2020: $158,745Expenses 2020: $177,764Net Income 2020: -$19,0192020Revenue 2021: $185,388Expenses 2021: $173,269Net Income 2021: $12,1192021Revenue 2022: $191,022Expenses 2022: $171,435Net Income 2022: $19,5872022Revenue 2023: $315,950Expenses 2023: $205,850Net Income 2023: $110,1002023Revenue 2024: $390,196Expenses 2024: $400,273Net Income 2024: -$10,0772024Revenue 2025: $394,774Expenses 2025: $361,443Net Income 2025: $33,3312025

Highlighted filing

2025

Revenue$394,774
Expenses$361,443
Net Income$33,331
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$203,858
Liabilities
$5,078
Net assets
$198,780
Revenue
$394,774
Expenses
$361,443
Net income
$33,331
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.05$1.99$3.95$3.61$0.33
2024Summary only. Only limited summary data is available for this year.$1.69$0.09$1.60$3.90$4.00$0.10
2023Summary only. Only limited summary data is available for this year.$1.72$0.01$1.70$3.16$2.06$1.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.02$0.45$1.91$1.71$0.20
2021Summary only. Only limited summary data is available for this year.$0.36$0.10$1.85$1.73$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.30$1.59$1.78$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 29, 2026
Return Version
2024v5.2
Gross Receipts
$394,774
Mission and Program Overview

Mission

Inspiring a greater miami. Building a thriving community of professionals, volunteers, and organizations working toward a greater miami, by increasing the ability of organizations and individuals to drive social cahnge by curating elevating experiences for education and networking that enhance the sense of community.

Building a thriving community of professionals, volunteers and organizations working toward a greater miami, by increasing the ability of organizations and individuals to drive social change by elevating education and networking.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$92,466$182,626▲ $90,160
Pledges and Grants Receivable$76,960$19,733▼ $57,227
Prepaid Expenses and Deferred Charges-$1,499-
Total Assets$169,426$203,858▲ $34,432
Liabilities
Accounts Payable and Accrued Expenses$9,040$5,078▼ $3,962
Total Liabilities$9,040$5,078▼ $3,962
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$54,740$121,527▲ $66,787
Net Assets With Donor Restrictions$105,646$77,253▼ $28,393
Total Net Assets Fund Balance$160,386$198,780▲ $38,394
Total Liabilities and Net Assets / Fund Balance$169,426$203,858▲ $34,432
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Fernanda JorgensonExecutive DirectorFT$136,661$136,661

Board Members and Trustees

NameTitle
Carla CrossnoChair
Glenn KaufholdCo-chair Emeritus
Michael RosenburgCo-chair Emeritus
M Kristina RaattamaVice Chair & Secretary
Ana C MartinezBoard Member
Angelica SantibanezBoard Member
Janisse Rosario SchoeepBoard Member
Joan Casanova GonzalezBoard Member
Kerry-ann RoyesBoard Member
Kitty DumasBoard Member
Leana CianfoniBoard Member
Michelle ShirleyBoard Member
Nikki PackerBoard Member
Norie Del ValleBoard Member
Steven SchwartzBoard Member
Suzanne JewellBoard Member
Tania Castroverde MoskalenkoBoard Member
Alison GreweTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$268,197
Program Service Revenue
$124,754
Investment Income
$1,823
Other Revenue
$0
All Other Contributions
$240,697
Change in Net Assets
$33,331
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$212,390
Salaries, Compensation, and Employee Benefits$149,053
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$98,769$24,692-$123,461
Conferences and Meetings$80,350$1,767-$82,117
Fees for Services Other$27,478$24,780-$52,258
Advertising$6,576$28,609-$35,185
Fees for Services Accounting-$23,041-$23,041
Other Employee Benefits$12,000$3,000-$15,000
Office Expenses$3,560$10,096-$13,656
Payroll Taxes$8,474$2,118-$10,592
Insurance-$2,806-$2,806
Travel$354$1,256-$1,610
Other Expenses-$572-$572
Interest-$254-$254
Fees for Service Investment Mgmnt Fees-$250-$250
Fees for Services Legal-$62-$62
Total Functional Expenses$237,561$123,882$0$361,443
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Philanthropy miamis board of directors is responsible for reviewing the form 990 prior to submission.”

Conflict of interest policy compliance Part VI line 12C

“Philanthropy miami has a conflict of interest policy that is reviewed and signed by members of the board of director annually.”

Governing documents etc available to public Part VI line 19

“Philanthropy miami by-laws and board meeting minutes are maintained by the board secretary and available to the general public electronically upon request. The organizations form 990s are available on our organization profile on candids database.”

Filing and Contact Details

Filer

Filer Name
Philanthropy Miami Inc
EIN
84-1786529
In Care Of
% ALISON GREWE
Phone
3055670360
Address
2045 BISCAYNE BOULEVARD STE 282, MIAMI, FL 33137

Signing Officer

Name
Alison Grewe
Title
Treasurer
Phone
3055670360
Signed
2026-01-29
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Fl
Voting Board Members
19
Independent Board Members
19
Employees
1

Preparer

Firm
Sas Prinzivalli CPA PA
Address
1640 W Oakland Park Bvd 303, Oakland Park, FL 33311
Preparer
Zofia Sas Prinzivalli
Phone
9546166500
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Prior years change in net assets”

List of other fees for services expenses Part IX line 11G

“Contractor payments: donor next door - $8,600 ignite - $10,975 other programs - $7,903 general expenses - $24,780”

Raw XML AppendixShowing 400 of 498 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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