Civic Intelligence

Svm Foundation

990PF • Fiscal year 2023 • EIN 13-7105557

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

545 Madison Ave 6th Floor 600New York, NY 10022-4608

(212) 339-2100

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

67th percentile

0.00x

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

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

Net Margin

89th percentile

90%

Higher net margin than 89% of similar nonprofits.

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

Asset Growth

63rd percentile

2.6%

Faster asset growth than 63% of similar nonprofits.

2023 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

76th percentile

70%

Faster revenue growth than 76% of similar nonprofits.

2023 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$1,516,327

Flat from 2023

Net Assets

$1,516,327

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Flat

$42,988

Flat from 2023

Expenses

Flat

$4,468

Flat from 2023

Net Income

Flat

$38,520

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,218,894Liabilities 2011: $02011Assets 2012: $2,159,173Liabilities 2012: $02012Assets 2013: $1,878,653Liabilities 2013: $02013Assets 2014: $1,676,792Liabilities 2014: $02014Assets 2015: $1,534,640Liabilities 2015: $12015Assets 2016: $1,551,310Liabilities 2016: $0Net Assets 2016: $1,551,3102016Assets 2017: $1,648,789Liabilities 2017: $0Net Assets 2017: $1,648,7892017Assets 2019: $1,558,177Liabilities 2019: $0Net Assets 2019: $1,558,1772019Assets 2020: $1,453,333Liabilities 2020: $0Net Assets 2020: $1,453,3332020Assets 2021: $1,456,290Liabilities 2021: $0Net Assets 2021: $1,456,2902021Assets 2022: $1,477,807Liabilities 2022: $0Net Assets 2022: $1,477,8072022Assets 2023: $1,516,327Liabilities 2023: $0Net Assets 2023: $1,516,3272023Assets 2023: $1,516,327Liabilities 2023: $12023Assets 2024: $1,552,644Liabilities 2024: $0Net Assets 2024: $1,552,6442024

Highlighted filing

2023

Assets$1,516,327
Liabilities$0
Net Assets$1,516,327

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $3,040,304Expenses 2011: $1,893,989Net Income 2011: $1,146,3152011Revenue 2012: $225,229Expenses 2012: $1,284,950Net Income 2012: -$1,059,7212012Revenue 2013: $245,567Expenses 2013: $526,087Net Income 2013: -$280,5202013Revenue 2014: $151,350Expenses 2014: $353,211Net Income 2014: -$201,8612014Revenue 2015: $140,810Expenses 2015: $282,962Net Income 2015: -$142,1522015Revenue 2016: $66,448Expenses 2016: $49,778Net Income 2016: $16,6702016Revenue 2017: $131,157Expenses 2017: $33,678Net Income 2017: $97,4792017Revenue 2019: $95,927Expenses 2019: $98,873Net Income 2019: -$2,9462019Revenue 2020: $261,984Expenses 2020: $366,828Net Income 2020: -$104,8442020Revenue 2021: $8,851Expenses 2021: $5,894Net Income 2021: $2,9572021Revenue 2022: $25,355Expenses 2022: $3,838Net Income 2022: $21,5172022Revenue 2023: $42,988Expenses 2023: $4,468Net Income 2023: $38,5202023Revenue 2023: $42,988Expenses 2023: $4,468Net Income 2023: $38,5202023Revenue 2024: $51,757Expenses 2024: $15,440Net Income 2024: $36,3172024

Highlighted filing

2023

Revenue$42,988
Expenses$4,468
Net Income$38,520
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP L MILSTEINTrustee/ As Needed-$0--
Filing and Contact Details

Filer

Filer Name
Svm Foundation
EIN
13-7105557
Phone
2123392100
Address
545 MADISON AVE 6TH FLOOR 600, NEW YORK, NY 10022-4608

Signing Officer

Name
Philip L Milstein
Title
Trustee
Phone
2123392100
Signed
2024-11-12

Preparer

Firm
Ogden Cap Properties LLC
Address
545 MADISON AVENUE SUITE 600, NEW YORK, NY 10022
Phone
2123392100
Raw XML Appendix271 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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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0265
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP L MILSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02123392100
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SVM FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PHILIP L MILSTEIN TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0SVMF
ReturnHeader/Filer/EIN0137105557
ReturnHeader/Filer/PhoneNum02123392100
ReturnHeader/Filer/USAddress/AddressLine1Txt0545 MADISON AVE 6TH FLOOR 600
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100224608
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562356978
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OGDEN CAP PROPERTIES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0545 MADISON AVENUE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010022
ReturnHeader/PreparerPersonGrp/PhoneNum02123392100
ReturnHeader/ReturnTs02024-11-15T12:56:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.05$0.02$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.04$0.00$0.04
2023Summary only. Only limited summary data is available for this year.$1.52$0.00$0.04$0.00$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.03$0.00$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.01$0.01$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.26$0.37$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.10$0.10$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.13$0.03$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.07$0.05$0.02
2015Summary only. Only limited summary data is available for this year.$1.53$0.00$0.14$0.28$0.14
2014Summary only. Only limited summary data is available for this year.$1.68$0.00$0.15$0.35$0.20
2013Summary only. Only limited summary data is available for this year.$1.88$0.00$0.25$0.53$0.28
2012Summary only. Only limited summary data is available for this year.$2.16$0.00$0.23$1.28$1.06
2011Summary only. Only limited summary data is available for this year.$3.22$0.00$3.04$1.89$1.15