Civic Intelligence

Jon and Kathy Savitz Foundation

990PF • Fiscal year 2021 • EIN 13-4052242

Nov 01, 2020 to Oct 31, 2021 • Filed on Mar 11, 2022

Organization Profile
628 Riversville RoadGreenwich, CT 06831

(212) 773-3000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

14th percentile

-18%

Higher net margin than 14% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

25th percentile

-0.7%

Faster asset growth than 25% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

559%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,622,705

Down $11,294 (-0.7%) from 2020

Net Assets

Down

$1,622,705

Down $11,294 (-0.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin14th percentile

Revenue

Up

$61,346

Up $52,033 (+559%) from 2020

Expenses

Down

$72,640

Down $48,929 (-40%) from 2020

Net Income

Up

-$11,294

Up $100,962 (+90%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

2021

Assets$1,622,705
Liabilities$0
Net Assets$1,622,705
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

2021

Revenue$61,346
Expenses$72,640
Net Income-$11,294
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Mar 11, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay46th 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
2127733000
Address
628 RIVERSVILLE ROAD, GREENWICH, CT 06831

Signing Officer

Name
Jon Savitz
Title
Trustee
Phone
2127733000
Signed
2022-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer
John D Cook
Phone
2127733000
Raw XML Appendix298 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/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt063490
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt080720
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt017230
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt036134
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt074842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt051206
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt017230
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033976
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0126688
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt036134
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt074842
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015712
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063490
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0160664
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0177894
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1358811
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0-GREYWOLF CLO CREDIT FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OFFSHORE I, LTD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2-GREYWOLF CLO CREDIT FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3OFFSHORE IIA, LTD
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1295743
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1387958
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1INTEREST FROM IRS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt028
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05305
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt128
TaxesSchedule/TaxesDetail/Amt08000
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt1NEW YORK STATE FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0500
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON SAVITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127733000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JON AND KATHY SAVITZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0134052242
ReturnHeader/Filer/InCareOfNm0% JON AND KATHY SAVITZ FDN
ReturnHeader/Filer/PhoneNum02127733000
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/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100018604
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John D Cook
ReturnHeader/ReturnTs02022-03-11T12:16:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAVITZ
ReturnHeader/TaxPeriodBeginDt02020-11-01
ReturnHeader/TaxPeriodEndDt02021-10-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,622,705
Liabilities
$0
Net assets
$1,622,705
Revenue
$61,346
Expenses
$72,640
Net income
-$11,294
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