Civic Intelligence

Jon and Kathy Savitz Foundation

990PF • Fiscal year 2022 • EIN 13-4052242

Nov 01, 2021 to Oct 31, 2022 • Filed on Jul 31, 2023

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

2nd percentile

-676%

Higher net margin than 2% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

31st percentile

-4.8%

Faster asset growth than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-81%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,545,627

Down $77,078 (-4.7%) from 2021

Net Assets

Down

$1,545,627

Down $77,078 (-4.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Down

$11,554

Down $49,792 (-81%) from 2021

Expenses

Up

$89,632

Up $16,992 (+23%) from 2021

Net Income

Down

-$78,078

Down $66,784 (-591%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2022

Assets$1,545,627
Liabilities$0
Net Assets$1,545,627
Open 2022 Filing

Operations Trend

Revenue Growth4th 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

2022

Revenue$11,554
Expenses$89,632
Net Income-$78,078
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Jul 31, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN SAVITZTrustee-$0--
KATALIN SAVITZTrustee-$0--
PETER SAVITZTrustee-$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
2023-07-31
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 Appendix280 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/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt087032
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04659
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0131347
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0126688
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NY FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
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
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PY UNREALIZED CHECK
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt1NEW YORK STATE FILING FEE
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON SAVITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127733000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-31
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/PreparationDt02023-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John D Cook
ReturnHeader/ReturnTs02023-08-01T00:51:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAVITZ
ReturnHeader/TaxPeriodBeginDt02021-11-01
ReturnHeader/TaxPeriodEndDt02022-10-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,545,627
Liabilities
$0
Net assets
$1,545,627
Revenue
$11,554
Expenses
$89,632
Net income
-$78,078
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