Civic Intelligence

Joseph Safra Foundation Inc

EIN 06-1640434 • New York, NY

546 5th Avenue 2nd FloorNew York, NY 10036
Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Net Margin

59th percentile

41%

Higher net margin than 59% of similar nonprofits.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Asset Growth

82nd percentile

28%

Faster asset growth than 82% of similar nonprofits.

NTEE T20 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

52%

Faster revenue growth than 56% of similar nonprofits.

NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets1st percentile

Assets

Up

$28,533,101

Up $6,170,981 (+28%) from 2023

Liabilities

Down

-$6,278

Down $9,185 (-316%) from 2023

Net Assets

Up

$28,539,379

Up $6,180,166 (+28%) from 2023

Operations
Liabilities / Revenue1st percentileNet Margin59th percentile

Revenue

Up

$15,154,800

Up $5,173,039 (+52%) from 2023

Expenses

Down

$8,973,805

Down $2,660,284 (-23%) from 2023

Net Income

Up

$6,180,995

Up $7,833,323 (+474%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$40M$30M$20M$10M$0-$10MAssets 2011: $15,220,427Liabilities 2011: $11,5972011Assets 2012: $19,713,688Liabilities 2012: $7382012Assets 2013: $20,940,562Liabilities 2013: $02013Assets 2014: $19,779,297Liabilities 2014: $13,9772014Assets 2015: $17,735,722Liabilities 2015: $02015Assets 2019: $25,045,331Liabilities 2019: $10,1572019Assets 2020: $22,710,403Liabilities 2020: $5,571Net Assets 2020: $22,704,8332020Assets 2021: $30,099,705Liabilities 2021: $17,210Net Assets 2021: $30,082,4952021Assets 2022: $23,713,197Liabilities 2022: $17,193Net Assets 2022: $23,696,0042022Assets 2023: $22,362,120Liabilities 2023: $2,907Net Assets 2023: $22,359,2132023Assets 2024: $28,533,101Liabilities 2024: -$6,278Net Assets 2024: $28,539,3792024

Highlighted filing

2024

Assets$28,533,101
Liabilities-$6,278
Net Assets$28,539,379
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$20M$10M$0-$10MRevenue 2011: $1,461,120Expenses 2011: $2,883,025Net Income 2011: -$1,421,9052011Revenue 2012: $6,286,897Expenses 2012: $3,046,795Net Income 2012: $3,240,1022012Revenue 2013: $5,340,335Expenses 2013: $4,113,523Net Income 2013: $1,226,8122013Revenue 2014: $3,182,270Expenses 2014: $4,380,112Net Income 2014: -$1,197,8422014Revenue 2015: $2,627,156Expenses 2015: $5,170,140Net Income 2015: -$2,542,9842015Revenue 2019: $7,031,794Expenses 2019: $5,373,697Net Income 2019: $1,658,0972019Revenue 2020: $3,680,128Expenses 2020: $6,016,799Net Income 2020: -$2,336,6712020Revenue 2021: $13,531,688Expenses 2021: $6,300,214Net Income 2021: $7,231,4742021Revenue 2022: $922,984Expenses 2022: $7,192,014Net Income 2022: -$6,269,0302022Revenue 2023: $9,981,761Expenses 2023: $11,634,089Net Income 2023: -$1,652,3282023Revenue 2024: $15,154,800Expenses 2024: $8,973,805Net Income 2024: $6,180,9952024

Highlighted filing

2024

Revenue$15,154,800
Expenses$8,973,805
Net Income$6,180,995
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,533,101
Liabilities
-$6,278
Net assets
$28,539,379
Revenue
$15,154,800
Expenses
$8,973,805
Net income
$6,180,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.5$0.01$28.5$15.2$8.97$6.18
2023Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$9.98$11.6$1.65
2022Detailed filing. Detailed filing data is available for this year.$23.7$0.02$23.7$0.92$7.19$6.27
2021Detailed filing. Detailed filing data is available for this year.$30.1$0.02$30.1$13.5$6.30$7.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$0.01$22.7$3.68$6.02$2.34
2019Summary only. Only limited summary data is available for this year.$25.0$0.01$7.03$5.37$1.66
2015Summary only. Only limited summary data is available for this year.$17.7$0.00$2.63$5.17$2.54
2014Summary only. Only limited summary data is available for this year.$19.8$0.01$3.18$4.38$1.20
2013Summary only. Only limited summary data is available for this year.$20.9$0.00$5.34$4.11$1.23
2012Summary only. Only limited summary data is available for this year.$19.7$0.00$6.29$3.05$3.24
2011Summary only. Only limited summary data is available for this year.$15.2$0.01$1.46$2.88$1.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACOB SAFRADirector, Part Time-$0--
CARLOS BERTACODirector, Part Time-$0--
DAVID SAFRADirector, Part Time-$0--
VICKY SAFRADirector, Part Time-$0--
Filing and Contact Details

Filer

Filer Name
Joseph Safra Foundation Inc
EIN
06-1640434
In Care Of
% CARLOS BERTACO
Phone
2127045596
Address
546 5TH AVENUE 2ND FLOOR, NEW YORK, NY 10036

Signing Officer

Name
Carlos Bertaco
Title
Director
Phone
2127045596
Signed
2025-08-11
Raw XML Appendix266 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/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01088263
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01088263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010541857
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05895877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05250329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05002346
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04334655
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04334655
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034556132
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07865723
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010541857
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05895877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05250329
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05002346
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08953986
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07865723
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt038890787
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031025064
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0REVALUED FORWARD HEDGE
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0829
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET UNREALIZED LOSS ON FORWARD HEDGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LEGAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03626
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt280
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02907
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0TAX PAYABLE/CHECKS PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0-6278
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLOS BERTACO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02127045596
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH SAFRA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0061640434
ReturnHeader/Filer/InCareOfNm0% CARLOS BERTACO
ReturnHeader/Filer/PhoneNum02127045596
ReturnHeader/Filer/USAddress/AddressLine1Txt0546 5TH AVENUE 2ND FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-08-11T10:07:24-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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