Civic Intelligence

Ravitz Foundation

990PF • Fiscal year 2020 • EIN 38-3508943

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 02, 2022

Organization Profile
34705 West Twelve Mile Rd 160Farmington Hills, MI 48331

(269) 382-2844

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

26th percentile

$94,000

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

35th percentile

1.6%

Faster asset growth than 35% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

93%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$30,596,152

Up $485,220 (+1.6%) from 2019

Net Assets

Up

$30,596,152

Up $488,995 (+1.6%) from 2019

Liabilities

Down

$1

Down $3,774 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin72nd percentile

Revenue

Up

$2,823,068

Up $1,360,838 (+93%) from 2019

Expenses

Down

$2,334,073

Down $338,605 (-13%) from 2019

Net Income

Up

$488,995

Up $1,699,443 (+140%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$60M$40M$20M$0Assets 2011: $31,261,665Liabilities 2011: $02011Assets 2012: $31,157,794Liabilities 2012: $2,0002012Assets 2013: $31,651,713Liabilities 2013: $3842013Assets 2014: $31,582,991Liabilities 2014: $44Net Assets 2014: $31,582,9472014Assets 2015: $31,443,434Liabilities 2015: $44Net Assets 2015: $31,443,3902015Assets 2016: $30,991,007Liabilities 2016: $0Net Assets 2016: $30,991,0072016Assets 2017: $31,593,268Liabilities 2017: $0Net Assets 2017: $31,593,2682017Assets 2018: $31,317,605Liabilities 2018: $0Net Assets 2018: $31,317,6052018Assets 2019: $30,110,932Liabilities 2019: $3,775Net Assets 2019: $30,107,1572019Assets 2020: $30,596,152Liabilities 2020: $1Net Assets 2020: $30,596,1522020Assets 2021: $31,988,342Liabilities 2021: $2,001Net Assets 2021: $31,986,3412021Assets 2022: $31,789,548Liabilities 2022: $7,537Net Assets 2022: $31,782,0112022Assets 2023: $41,030,821Liabilities 2023: $12,697Net Assets 2023: $41,018,1242023Assets 2024: $40,950,519Liabilities 2024: $9,960Net Assets 2024: $40,940,5592024

Highlighted filing

2020

Assets$30,596,152
Liabilities$1
Net Assets$30,596,152
Open 2020 Filing

Operations Trend

Revenue Growth92nd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $914,716Expenses 2011: $2,076,617Net Income 2011: -$1,161,9012011Revenue 2012: $1,981,550Expenses 2012: $2,087,421Net Income 2012: -$105,8712012Revenue 2013: $2,854,895Expenses 2013: $2,359,360Net Income 2013: $495,5352013Revenue 2014: $2,248,009Expenses 2014: $2,316,391Net Income 2014: -$68,3822014Revenue 2015: $1,943,592Expenses 2015: $2,083,149Net Income 2015: -$139,5572015Revenue 2016: $1,940,040Expenses 2016: $2,392,423Net Income 2016: -$452,3832016Revenue 2017: $2,863,662Expenses 2017: $2,261,401Net Income 2017: $602,2612017Revenue 2018: $2,717,790Expenses 2018: $2,993,453Net Income 2018: -$275,6632018Revenue 2019: $1,462,230Expenses 2019: $2,672,678Net Income 2019: -$1,210,4482019Revenue 2020: $2,823,068Expenses 2020: $2,334,073Net Income 2020: $488,9952020Revenue 2021: $4,323,949Expenses 2021: $2,868,261Net Income 2021: $1,455,6882021Revenue 2022: $2,400,365Expenses 2022: $2,615,188Net Income 2022: -$214,8232022Revenue 2023: $11,736,530Expenses 2023: $2,530,714Net Income 2023: $9,205,8162023Revenue 2024: $2,831,084Expenses 2024: $2,912,517Net Income 2024: -$81,4332024

Highlighted filing

2020

Revenue$2,823,068
Expenses$2,334,073
Net Income$488,995
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 2, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE GELBAUGHTreasurer/DirectorPT$91,250$2,750$94,000
CAROLE SHIFMANProgram Director/DirectorPT$87,250$2,750$90,000
BURTON SHIFMANPresident/DirectorPT$19,250$2,750$22,000
LAWRENCE HANDLERDirectorPT$5,000-$5,000
STEVE MARGOLINDirector-$5,000-$5,000
JONATHAN AARONSecretary/Director-$5,000-$5,000
BRIAN H AARONDirector-$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
The Ravitz Foundation
EIN
38-3508943
Phone
2693822844
Address
34705 WEST TWELVE MILE RD 160, FARMINGTON HILLS, MI 48331

Signing Officer

Name
Bruce Gelbaugh
Title
VP/treasurer
Phone
2693822844
Signed
2022-06-02
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
750 TRADE CENTRE WAY STE 300, PORTAGE, MI 49002
Preparer
Dori J Eggett
Phone
2695674500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE PLC IRELAND CL A (CAN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BERKSHIRE HATHAWAY CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ESTEE LAUDER CO INC CL A (EL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10LABORATORY CP AMER HLDGS NEW (LH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14PAYPAL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17TJX COS INC NEW (TJX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18WALT DISNEY CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4541202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5171256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6281842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7416432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8320945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9364021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10220433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112286567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt124593455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13680425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14493903
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15180040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16100391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17218282
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1899975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19248621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20101094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21498367
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22165932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt234002323
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24901561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25772718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26651349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27259264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28176162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALLY BK SANDY UTAH CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BANK HAPOALIM CD NEW YORK CITY NY CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BLACKROCK TECHNOLOGY OPP INST (BG SIX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DISCOVER GREENWOOD DE CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FIDELITY ADV INTL CAP APP I (FCPIX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FULLER&THALER BHV SMCP GW I (FTXSX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GLOBAL X COPPER MINERS ETF (COPX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7INVESCO DB COMMODITY INDEX TRA (DBC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8INVESTICO DEVELOPINGMKTS Y (CDVYX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9INVESCO S&P 500 EQUAL WEIGHT E (RSP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES MORTGAGE REAL ESTATE C (REM)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES S&P 500 GRWTH ETF (IVW)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ISHARES S&P 500 VAL ETF (IVE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ISHARES SP SMALLCAP 600 INDEX (IJR)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES US REAL ESTATE ETF (IYR)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15KRANESH BOSERA MSCI CHINA A (KBA)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16KRANESHARES CSI CHINA INTERNET (KWEB)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17MSIF GROWTH I (MSEQX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18PROVIDENT BK AMESBURY MASS CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19SPDR S&P REGIONAL BANKING ETF (KRE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20SYNCHRONY BANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANECK VECTORS GOLD MINERS E (GDX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22VANGUARD DIVIDEND APPRECIATION (VIG)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23VANGUARD FTSE DEVELOPED MKTS E (VEA)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24VANGUARD FTSE EMERGING MKTS (VWO)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25VANGUARD INTL EQUITY INDEX FD (VEU)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26VANGUARD SHORT-TERM CORPORATE (VCSH)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27VANGUARD SM CAP VALUE ETF (VBR)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28VIRTUS KAR SMALL-CAP GROWTH (PXSGX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0175900
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25998890
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,596,152
Liabilities
$1
Net assets
$30,596,152
Revenue
$2,823,068
Expenses
$2,334,073
Net income
$488,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.0$0.01$40.9$2.83$2.91$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.0$0.01$41.0$11.7$2.53$9.21
2022Detailed filing. Detailed filing data is available for this year.$31.8$0.01$31.8$2.40$2.62$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.0$0.00$32.0$4.32$2.87$1.46
2020Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$2.82$2.33$0.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.1$0.00$30.1$1.46$2.67$1.21
2018Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$2.72$2.99$0.28
2017Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$2.86$2.26$0.60
2016Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$1.94$2.39$0.45
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.4$0.00$31.4$1.94$2.08$0.14
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.6$0.00$31.6$2.25$2.32$0.07
2013Summary only. Only limited summary data is available for this year.$31.7$0.00$2.85$2.36$0.50
2012Summary only. Only limited summary data is available for this year.$31.2$0.00$1.98$2.09$0.11
2011Summary only. Only limited summary data is available for this year.$31.3$0.00$0.91$2.08$1.16