Civic Intelligence

Saval Charitable Trust

990 • Fiscal year 2017 • EIN 22-6511492

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 08, 2017

Organization ProfileNONE
19 Brook RoadNeedham, MA 02494

(781) 444-3399

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$8,260,446

Up $816,570 (+11%) from 2016

Net Assets

Up

$8,256,546

Up $816,570 (+11%) from 2016

Liabilities

Flat

$3,900

Flat from 2016

Revenue And Expenses

Revenue

Up

$855,451

Up $615,951 (+257%) from 2016

Expenses

Down

$42,918

Down $799,346 (-95%) from 2016

Net Income

Up

$812,533

Up $1,415,297 (+235%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2012: $6,343,121Liabilities 2012: $4,000Net Assets 2012: $6,339,1212012Assets 2013: $6,747,648Liabilities 2013: $4,000Net Assets 2013: $6,743,6482013Assets 2014: $7,489,920Liabilities 2014: $4,000Net Assets 2014: $7,485,9202014Assets 2015: $8,046,740Liabilities 2015: $4,000Net Assets 2015: $8,042,7402015Assets 2016: $7,443,876Liabilities 2016: $3,900Net Assets 2016: $7,439,9762016Assets 2017: $8,260,446Liabilities 2017: $3,900Net Assets 2017: $8,256,5462017Assets 2018: $8,764,626Liabilities 2018: $3,900Net Assets 2018: $8,760,7262018Assets 2019: $9,053,795Liabilities 2019: $3,900Net Assets 2019: $9,049,8952019Assets 2020: $8,934,318Liabilities 2020: $3,900Net Assets 2020: $8,930,4182020Assets 2021: $10,777,617Liabilities 2021: $3,900Net Assets 2021: $10,773,7172021Assets 2022: $9,520,104Liabilities 2022: $1,500Net Assets 2022: $9,518,6042022Assets 2023: $9,543,029Liabilities 2023: $1,500Net Assets 2023: $9,541,5292023Assets 2024: $9,676,504Liabilities 2024: $1,500Net Assets 2024: $9,675,0042024

Highlighted filing

2017

Assets$8,260,446
Liabilities$3,900
Net Assets$8,256,546
Open 2017 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2012: $25,5442012Expenses 2013: $35,0032013Revenue 2014: $780,266Expenses 2014: $37,994Net Income 2014: $742,2722014Revenue 2015: $596,249Expenses 2015: $39,429Net Income 2015: $556,8202015Revenue 2016: $239,500Expenses 2016: $842,264Net Income 2016: -$602,7642016Revenue 2017: $855,451Expenses 2017: $42,918Net Income 2017: $812,5332017Revenue 2018: $554,302Expenses 2018: $50,122Net Income 2018: $504,1802018Revenue 2019: $351,656Expenses 2019: $62,487Net Income 2019: $289,1692019Revenue 2020: $194,777Expenses 2020: $14,176Net Income 2020: $180,6012020Revenue 2021: $1,133,106Expenses 2021: $460,876Net Income 2021: $672,2302021Revenue 2022: $460,603Expenses 2022: $643,791Net Income 2022: -$183,1882022Revenue 2023: $315,170Expenses 2023: $1,011,759Net Income 2023: -$696,5892023Revenue 2024: $301,286Expenses 2024: $1,153,382Net Income 2024: -$852,0962024

Highlighted filing

2017

Revenue$855,451
Expenses$42,918
Net Income$812,533
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 8, 2017
Return Version
2016v3.0
Gross Receipts
$855,451
Mission and Program Overview

Mission

To provide support to maimonides school of brookline, ma

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,436,978$8,254,177▲ $817,199
Cash and Non-Interest-Bearing Accounts$10,935$6,269▼ $4,666
Total Assets$7,447,913$8,260,446▲ $812,533
Liabilities
Accounts Payable and Accrued Expenses$3,900$3,900→ $0
Total Liabilities$3,900$3,900→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,474,730$4,287,263▲ $812,533
Permanently Rstr Net Assets$3,969,283$3,969,283→ $0
Total Net Assets Fund Balance$7,444,013$8,256,546▲ $812,533
Total Liabilities and Net Assets / Fund Balance$7,447,913$8,260,446▲ $812,533

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$8,254,177--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Harvey GertelTrustee
Peter B FinnTrustee
Richard SavalTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$40,215
Other Revenue
$815,236
Change in Net Assets
$812,533

Audited Revenue Reconciliation

Revenue per Audited Statements
$855,451
Total Revenue per Audited Statements
$855,451
Total Revenue per Form 990
$855,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$42,918
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$3,900-$3,900
Other Expenses-$72-$72
Total Functional Expenses$0$42,918$0$42,918

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$42,918
Total Expenses per Audited Statements$42,918
Total Expenses per Form 990$42,918
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

“A draft of the form 990 is provided to the organization by the paid preparer. The draft is reviewed by the organization's senior staff responsible for finance and operations, with input form the appropriate board members upon request. Once any revisions have been made, the final draft is provided to all board members at the board meeting prior to filing. Documents may be inspected upon request at the organization's office.”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Documents may be inspected upon request at the organization's office.”

Filing and Contact Details

Filer

Filer Name
Saval Charitable Trust
EIN
22-6511492
Phone
7814443399
Address
19 BROOK ROAD, NEEDHAM, MA 02494

Signing Officer

Name
Harvey Gertel
Title
Trustee
Phone
7814443399
Signed
2017-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harvey Gertel
Formed
1987
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
3
Employees
0

Preparer

Firm
Roy S Schreiber & Co Cpas
Address
9 WASHINGTON PLACE, SHARON, MA 02067-1933
Preparer
Roy S Schreiber CPA
Phone
7817842929
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IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY GERTEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07814443399
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAVAL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAVA
ReturnHeader/Filer/EIN0226511492
ReturnHeader/Filer/PhoneNum07814443399
ReturnHeader/Filer/USAddress/AddressLine1Txt019 BROOK ROAD
ReturnHeader/Filer/USAddress/CityNm0NEEDHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002494
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROY S SCHREIBER & CO CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 WASHINGTON PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHARON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0020671933
ReturnHeader/PreparerPersonGrp/PhoneNum07817842929
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY S SCHREIBER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-25T09:48:23-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,260,446
Liabilities
$3,900
Net assets
$8,256,546
Revenue
$855,451
Expenses
$42,918
Net income
$812,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.68$0.00$9.68$0.30$1.15$0.85
2023Detailed filing. Detailed filing data is available for this year.$9.54$0.00$9.54$0.32$1.01$0.70
2022Detailed filing. Detailed filing data is available for this year.$9.52$0.00$9.52$0.46$0.64$0.18
2021Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.13$0.46$0.67
2020Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$0.19$0.01$0.18
2019Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.35$0.06$0.29
2018Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.55$0.05$0.50
2017Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.86$0.04$0.81
2016Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.24$0.84$0.60
2015Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.04$0.60$0.04$0.56
2014Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.78$0.04$0.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.75$0.00$6.74$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.34$0.00$6.34$0.03