Civic Intelligence

The Alisa and Peter Savitz Foundation

990PF • Fiscal year 2024 • EIN 13-3748074

Jun 01, 2023 to May 31, 2024 • Filed on Jun 10, 2024

Organization Profile
50 Perkins RoadGreenwich, CT 06830

(203) 912-0676

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

4.8%

Faster asset growth than 55% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$2,841,758

Up $129,782 (+4.8%) from 2023

Net Assets

Up

$2,841,758

Up $129,782 (+4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin97th percentile

Revenue

Down

$146,235

Down $65,098 (-31%) from 2023

Expenses

Down

$19,243

Down $67,187 (-78%) from 2023

Net Income

Up

$126,992

Up $2,089 (+1.7%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,810,893Liabilities 2011: $02011Assets 2012: $4,888,668Liabilities 2012: $02012Assets 2013: $4,661,534Liabilities 2013: $02013Assets 2014: $4,407,831Liabilities 2014: $02014Assets 2015: $4,402,742Liabilities 2015: $02015Assets 2016: $4,261,978Liabilities 2016: $02016Assets 2020: $4,055,066Liabilities 2020: $02020Assets 2021: $3,699,160Liabilities 2021: $0Net Assets 2021: $3,699,1602021Assets 2022: $2,584,920Liabilities 2022: $0Net Assets 2022: $2,584,9202022Assets 2023: $2,711,976Liabilities 2023: $0Net Assets 2023: $2,711,9762023Assets 2024: $2,841,758Liabilities 2024: $0Net Assets 2024: $2,841,7582024Assets 2025: $2,908,131Liabilities 2025: $0Net Assets 2025: $2,908,1312025

Highlighted filing

2024

Assets$2,841,758
Liabilities$0
Net Assets$2,841,758
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: -$29,133Expenses 2011: $255,649Net Income 2011: -$284,7822011Revenue 2012: $352,496Expenses 2012: $274,720Net Income 2012: $77,7762012Revenue 2013: $93,688Expenses 2013: $320,820Net Income 2013: -$227,1322013Revenue 2014: $58,750Expenses 2014: $312,453Net Income 2014: -$253,7032014Revenue 2015: $243,880Expenses 2015: $248,969Net Income 2015: -$5,0892015Revenue 2016: $110,296Expenses 2016: $244,917Net Income 2016: -$134,6212016Revenue 2020: $51,338Expenses 2020: $174,280Net Income 2020: -$122,9422020Revenue 2021: -$200,516Expenses 2021: $152,358Net Income 2021: -$352,8742021Revenue 2022: $4,569Expenses 2022: $1,097,282Net Income 2022: -$1,092,7132022Revenue 2023: $211,333Expenses 2023: $86,430Net Income 2023: $124,9032023Revenue 2024: $146,235Expenses 2024: $19,243Net Income 2024: $126,9922024Revenue 2025: $95,300Expenses 2025: $43,163Net Income 2025: $52,1372025

Highlighted filing

2024

Revenue$146,235
Expenses$19,243
Net Income$126,992
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Jun 10, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER SAVITZTrustee/Part-Time-$0--
Filing and Contact Details

Filer

Filer Name
The Peter Savitz Foundation
EIN
13-3748074
Phone
2039120676
Address
50 PERKINS ROAD, GREENWICH, CT 06830

Signing Officer

Name
Peter Savitz
Title
Trustee
Phone
2039120676
Signed
2024-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Smolin Calbo Davidson & Assoc LLC
Address
1000 BRIDGEPORT AVENUE SUITE 505, SHELTON, CT 06484
Preparer
Leonard Calbo
Phone
2033990600
Raw XML Appendix348 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST VINCENT'S SWIM ACROSS THE SOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TEMPLE SHOLOM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0311 WEST 43RD STREET 8TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12800 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 E PUTNAM AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3MEMORIAL PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRIDGEPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HOLYOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301040
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011744
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/AppliedToCurrentYearAmt011744
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0121978
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0110234
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01033192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0498
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt040631
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0110234
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0964087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0964087
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011744
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0964087
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01074321
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt089831
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1311409
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0WEXFORD PARTNERS 10, L.P.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1GREYWOLF CLO CREDIT FND O/S II
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt085197
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1268836
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt085197
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1168001
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02210
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0THRU WEXFORD PARTNERS 10, LP (K-1):
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0465
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0475
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-5
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt19782
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RENTAL REAL ESTATE INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ORD BUSINESS INCOME K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-5
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt19782
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-5
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt19782
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc05/31/24 PERIOD CHECK CLEARED IN 5/31/25 PERIOD
TaxesSchedule/TaxesDetail/Amt02960
TaxesSchedule/TaxesDetail/Amt164
TaxesSchedule/TaxesDetail/CategoryTxt05/31/24 FEDERAL TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt15/31/23 FEDERAL TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER SAVITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02039120676
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PETER SAVITZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0133748074
ReturnHeader/Filer/PhoneNum02039120676
ReturnHeader/Filer/USAddress/AddressLine1Txt050 PERKINS ROAD
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465683178
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMOLIN CALBO DAVIDSON & ASSOC LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 BRIDGEPORT AVENUE SUITE 505
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006484
ReturnHeader/PreparerPersonGrp/PhoneNum02033990600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEONARD CALBO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-06-11T08:48:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAVITZ
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,841,758
Liabilities
$0
Net assets
$2,841,758
Revenue
$146,235
Expenses
$19,243
Net income
$126,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.10$0.04$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.15$0.02$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.21$0.09$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.00$1.10$1.09
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.20$0.15$0.35
2020Summary only. Only limited summary data is available for this year.$4.06$0.00$0.05$0.17$0.12
2016Summary only. Only limited summary data is available for this year.$4.26$0.00$0.11$0.24$0.13
2015Summary only. Only limited summary data is available for this year.$4.40$0.00$0.24$0.25$0.01
2014Summary only. Only limited summary data is available for this year.$4.41$0.00$0.06$0.31$0.25
2013Summary only. Only limited summary data is available for this year.$4.66$0.00$0.09$0.32$0.23
2012Summary only. Only limited summary data is available for this year.$4.89$0.00$0.35$0.27$0.08
2011Summary only. Only limited summary data is available for this year.$4.81$0.00$0.03$0.26$0.28