Civic Intelligence

Saval Charitable Trust

990 • Fiscal year 2022 • EIN 22-6511492

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 22, 2022

Organization ProfileNONE
19 Brook RoadNeedham, MA 02494

(781) 444-3399

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

8th percentile

-40%

Higher net margin than 8% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-59%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$9,520,104

Down $1,257,513 (-12%) from 2021

Net Assets

Down

$9,518,604

Down $1,255,113 (-12%) from 2021

Liabilities

Down

$1,500

Down $2,400 (-62%) from 2021

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin8th percentile

Revenue

Down

$460,603

Down $672,503 (-59%) from 2021

Expenses

Up

$643,791

Up $182,915 (+40%) from 2021

Net Income

Down

-$183,188

Down $855,418 (-127%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

2022

Assets$9,520,104
Liabilities$1,500
Net Assets$9,518,604
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

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

2022

Revenue$460,603
Expenses$643,791
Net Income-$183,188
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 22, 2022
Return Version
2021v4.2
Gross Receipts
$460,603
Mission and Program Overview

Mission

To provide support to maimonides school of brookline, ma

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,742,243$9,489,603▼ $1,252,640
Cash and Non-Interest-Bearing Accounts$21,006$16,133▼ $4,873
Investments Other Securities$14,368$14,368→ $0
Total Assets$10,777,617$9,520,104▼ $1,257,513
Liabilities
Accounts Payable and Accrued Expenses$3,900$1,500▼ $2,400
Total Liabilities$3,900$1,500▼ $2,400
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,804,433$5,549,320▼ $1,255,113
Net Assets With Donor Restrictions$3,969,284$3,969,284→ $0
Total Net Assets Fund Balance$10,773,717$9,518,604▼ $1,255,113
Total Liabilities and Net Assets / Fund Balance$10,777,617$9,520,104▼ $1,257,513
Compensation and Service Providers
Top Officer Pay22nd percentile

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
$64,369
Other Revenue
$396,234
Change in Net Assets
$-183,188
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$556,587
Other Expenses$87,204
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$556,587--$556,587
Fees for Service Investment Mgmnt Fees-$84,731-$84,731
Fees for Services Accounting-$1,900-$1,900
Other Expenses-$54-$54
Total Functional Expenses$556,587$87,204$0$643,791
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Maimonides SchoolBrookline, MA-To Facilitate Maimonides School Operating Expenses$556,587
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
Yes
Audit committee
No
Business relationship with 35% controlled entity
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, Section B, Line 11B

“Organization's process to review form 990 no review was or will be conducted”

Form 990, Part VI, Section C, Line 18

“A draft of the form 990 is provided to the organization's senior staff responsible for finance and operations, with input from 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, Part VI, Section C, Line 19

“Governing documents disclosure explanation documents may be inspected upon request at the organization's office.”

Form 990, Part VI, Additional Info

“A draft of the form 990 is provided to the organization's senior staff responsible for finance and operations, with input from 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, Part VI, Line 11B

“Organization's process to review form 990 no review was or will be conducted”

Form 990, Part VI, Line 19

“Governing documents disclosure explanation 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
2022-08-22
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
Volunteers
0

Preparer

Firm
Savy & Savy Pc
Address
33 BROAD STREET, BOSTON, MA 02109
Preparer
Peter N Savy CPA
Phone
9786861209
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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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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt016340
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0279
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0245
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt018291
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt016095
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0640
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0563
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt018570
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt016340
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0640
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0563
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042103810
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0556587
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MAIMONIDES SCHOOL OF BROOKLINE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0556587
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0556587
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FACILITATE MAIMONIDES SCHOOL OPERATING EXPENSES
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S PROCESS TO REVIEW FORM 990 NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S SENIOR STAFF RESPONSIBLE FOR FINANCE AND OPERATIONS, WITH INPUT FROM 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION DOCUMENTS MAY BE INSPECTED UPON REQUEST AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DRAFT OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S SENIOR STAFF RESPONSIBLE FOR FINANCE AND OPERATIONS, WITH INPUT FROM 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATION'S PROCESS TO REVIEW FORM 990 NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS DISCLOSURE EXPLANATION DOCUMENTS MAY BE INSPECTED UPON REQUEST AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, ADDITIONAL INFO
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010777617
IRS990/TotalAssetsEOYAmt09520104
IRS990/TotalAssetsGrp/BOYAmt010777617
IRS990/TotalAssetsGrp/EOYAmt09520104
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt087204
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0556587
IRS990/TotalFunctionalExpensesGrp/TotalAmt0643791
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03900
IRS990/TotalLiabilitiesEOYAmt01500
IRS990/TotalLiabilitiesGrp/BOYAmt03900
IRS990/TotalLiabilitiesGrp/EOYAmt01500
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IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0460603
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IRS990/USAddress/ZIPCd002494
IRS990/VotingMembersGoverningBodyCnt04
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-22
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ReturnHeader/ReturnTs02022-08-29T09:47:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HARVEY
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$9,520,104
Liabilities
$1,500
Net assets
$9,518,604
Revenue
$460,603
Expenses
$643,791
Net income
-$183,188
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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