Civic Intelligence

Jon and Kathy Savitz Foundation

990PF • Fiscal year 2019 • EIN 13-4052242

Nov 01, 2018 to Oct 31, 2019 • Filed on Mar 15, 2020

Organization Profile
628 Riversville RoadGreenwich, CT 06831

(212) 440-0800

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,746,253

Up $211,970 (+14%) from 2015

Net Assets

$1,746,255

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

Up

$405,331

Up $335,074 (+477%) from 2015

Expenses

Down

$61,198

Down $52,560 (-46%) from 2015

Net Income

Up

$344,133

Up $387,634 (+891%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,724,506Liabilities 2011: $02011Assets 2012: $1,785,665Liabilities 2012: $02012Assets 2013: $1,679,985Liabilities 2013: $02013Assets 2014: $1,577,456Liabilities 2014: $02014Assets 2015: $1,534,283Liabilities 2015: $02015Assets 2019: $1,746,253Liabilities 2019: $0Net Assets 2019: $1,746,2552019Assets 2020: $1,633,999Liabilities 2020: $0Net Assets 2020: $1,633,9992020Assets 2021: $1,622,705Liabilities 2021: $0Net Assets 2021: $1,622,7052021Assets 2022: $1,545,627Liabilities 2022: $0Net Assets 2022: $1,545,6272022Assets 2023: $1,539,168Liabilities 2023: $0Net Assets 2023: $1,539,1682023Assets 2024: $1,531,804Liabilities 2024: $0Net Assets 2024: $1,531,8042024

Highlighted filing

2019

Assets$1,746,253
Liabilities$0
Net Assets$1,746,255
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2011: $233Expenses 2011: $134,843Net Income 2011: -$134,6102011Revenue 2012: $211,460Expenses 2012: $150,301Net Income 2012: $61,1592012Revenue 2013: $2,717Expenses 2013: $108,625Net Income 2013: -$105,9082013Revenue 2014: $14,723Expenses 2014: $117,292Net Income 2014: -$102,5692014Revenue 2015: $70,257Expenses 2015: $113,758Net Income 2015: -$43,5012015Revenue 2019: $405,331Expenses 2019: $61,198Net Income 2019: $344,1332019Revenue 2020: $9,313Expenses 2020: $121,569Net Income 2020: -$112,2562020Revenue 2021: $61,346Expenses 2021: $72,640Net Income 2021: -$11,2942021Revenue 2022: $11,554Expenses 2022: $89,632Net Income 2022: -$78,0782022Revenue 2023: $65,178Expenses 2023: $71,637Net Income 2023: -$6,4592023Revenue 2024: $63,559Expenses 2024: $70,923Net Income 2024: -$7,3642024

Highlighted filing

2019

Revenue$405,331
Expenses$61,198
Net Income$344,133
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Mar 15, 2020
Return Version
2018v3.3
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

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

Filer

Filer Name
Jon and Kathy Savitz Foundation
EIN
13-4052242
In Care Of
% JON AND KATHY SAVITZ FDN
Phone
2124400800
Address
628 RIVERSVILLE ROAD, GREENWICH, CT 06831

Signing Officer

Name
Jon Savitz
Title
Trustee
Phone
2124400800
Signed
2020-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
77 WATER STREET 9TH FL, NEW YORK, NY 10005
Preparer
John D Cook
Phone
2124400800
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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/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER SECTION
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0501(C)(3) OF THE INTERNAL REVENUE CODE.
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JONATHAN SAVITZ
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1628 RIVERSVILLE ROAD GREENWICH CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt052528
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE DETAILED LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHMENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt054098
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt080772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt026674
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt074842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt051206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022644
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt026674
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0162128
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt074842
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015712
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt051206
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020368
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054098
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0188802
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1269901
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2438784
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0-GREYWOLF STRUCTURED PRODUCTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FUND OFFSHORE I, LTD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2-GREYWOLF CLO CREDIT FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3OFFSHORE I, LTD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4-GREYWOLF CLO CREDIT FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5OFFSHORE IIA, LTD
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1269901
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2438784
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1399699
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2371553
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PUBLIC NOTICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW YORK STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHARITABLE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt260
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ORDINARY INCOME:
OtherIncomeSchedule2/OtherIncomeDetail/Desc1THRU GREYWOLF CLO CREDIT FUND IIA
OtherIncomeSchedule2/OtherIncomeDetail/Desc2THRU GREYWOLF STRUCTURE PRODUCTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc3THRU GREYWOLF CLO CREDIT FUND O/S I
OtherIncomeSchedule2/OtherIncomeDetail/Desc4OID - UST BILLS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt069963
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1315539
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt210488
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt069963
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1315539
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt210488
TaxesSchedule/TaxesDetail/Amt06000
TaxesSchedule/TaxesDetail/CategoryTxt0FED'L EXT PMT FYE 10/31/2018
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON SAVITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02124400800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JON AND KATHY SAVITZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0134052242
ReturnHeader/Filer/InCareOfNm0% JON AND KATHY SAVITZ FDN
ReturnHeader/Filer/PhoneNum02124400800
ReturnHeader/Filer/USAddress/AddressLine1Txt0628 RIVERSVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 WATER STREET 9TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010005
ReturnHeader/PreparerPersonGrp/PhoneNum02124400800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John D Cook
ReturnHeader/ReturnTs02021-11-10T10:29:20-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,746,253
Liabilities
$0
Net assets
$1,746,255
Revenue
$405,331
Expenses
$61,198
Net income
$344,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.06$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.07$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.01$0.09$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.06$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.01$0.12$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.41$0.06$0.34
2015Summary only. Only limited summary data is available for this year.$1.53$0.00$0.07$0.11$0.04
2014Summary only. Only limited summary data is available for this year.$1.58$0.00$0.01$0.12$0.10
2013Summary only. Only limited summary data is available for this year.$1.68$0.00$0.00$0.11$0.11
2012Summary only. Only limited summary data is available for this year.$1.79$0.00$0.21$0.15$0.06
2011Summary only. Only limited summary data is available for this year.$1.72$0.00$0.00$0.13$0.13