Civic Intelligence

Ravitz Foundation

990PF • Fiscal year 2021 • EIN 38-3508943

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 22, 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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

73rd percentile

34%

Higher net margin than 73% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

27th percentile

$94,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

36th percentile

4.6%

Faster asset growth than 36% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

53%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$31,988,342

Up $1,392,190 (+4.6%) from 2020

Net Assets

Up

$31,986,341

Up $1,390,189 (+4.5%) from 2020

Liabilities

Up

$2,001

Up $2,001 from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin73rd percentile

Revenue

Up

$4,323,949

Up $1,500,881 (+53%) from 2020

Expenses

Up

$2,868,261

Up $534,188 (+23%) from 2020

Net Income

Up

$1,455,688

Up $966,693 (+198%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th 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: $0Net 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

2021

Assets$31,988,342
Liabilities$2,001
Net Assets$31,986,341
Open 2021 Filing

Operations Trend

Revenue Growth76th 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

2021

Revenue$4,323,949
Expenses$2,868,261
Net Income$1,455,688
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 22, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay27th 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
STEVE MARGOLINDirector-$5,000-$5,000
JONATHAN AARONSecretary/Director-$5,000-$5,000
BRIAN H AARONDirector-$5,000-$5,000
LAWRENCE HANDLERDirectorPT$0--
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
Brian H Aaron
Title
VP/treasurer
Phone
2693822844
Signed
2022-11-22
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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5050859
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt51147923
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5256307
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5345845
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt57150543
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt58151253
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt433619
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1344643
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1649461
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1964892
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12137555
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1992624
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/StockNm14ORGANON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PAYPAL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18TJX COS INC NEW (TJX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19WALT DISNEY CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2343143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3146031
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7226071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt82280124
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20683022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21965084
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACKROCK TECHNOLOGY OPP INST (BG SIX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIDELITY ADV INTL CAP APP I (FCPIX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FULLER&THALER BHV SMCP GW I (FTXSX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GLOBAL X COPPER MINERS ETF (COPX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4INVESCO DB COMMODITY INDEX TRA (DBC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5INVESTICO DEVELOPINGMKTS Y (ODVYX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6INVESCO S&P 500 EQUAL WEIGHT E (RSP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ISHARES MORTGAGE REAL ESTATE C (REM)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES S&P 500 GRWTH ETF (IVW)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARES S&P 500 VAL ETF (IVE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES SP SMALLCAP 600 INDEX (IJR)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES US REAL ESTATE ETF (IYR)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12KRANESH BOSERA MSCI CHINA A (KBA)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SPDR NYSE TECHNOLOGY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14MSIF GROWTH I (MSEQX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15SPDR S&P REGIONAL BANKING ETF (KRE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VANECK GOLD MINERS ETF (GDX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGUARD DIVIDEND APPRECIATION (VIG)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD FTSE DEVELOPED MKTS E (VEA)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19VANGUARD FTSE EMERGING MKTS (VWO)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20VANGUARD INTL EQUITY INDEX FD (VEU)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANGUARD SHORT-TERM CORPORATE (VCSH)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22VIRTUS KAR SMALL-CAP GROWTH (PXSGX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23HEALTH CARE SEL SECT SPDR FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24INDUSTRIAL SEL SEC SPDR FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25ISHARES US CONSUMER DISCRETI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26ST BK OF INDIA CD CHICAGO IL CD 0.050% 01/28/2022;
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0545812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1939790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2458286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3231500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4790263
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6863877
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03148469
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0118463
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt094287
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0212750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02340000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02340000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01167652
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01455688
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09186464
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07828
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07828
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt017378
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt017378
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt034756
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03148469
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,988,342
Liabilities
$2,001
Net assets
$31,986,341
Revenue
$4,323,949
Expenses
$2,868,261
Net income
$1,455,688
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
2021Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$4.32$2.87$1.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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