Civic Intelligence

Ravitz Foundation

990PF • Fiscal year 2022 • EIN 38-3508943

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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

17th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

22nd percentile

-8.9%

Higher net margin than 22% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

30th percentile

$122,234

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

49th percentile

-0.6%

Faster asset growth than 49% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-44%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$31,789,548

Down $198,794 (-0.6%) from 2021

Net Assets

Down

$31,782,011

Down $204,330 (-0.6%) from 2021

Liabilities

Up

$7,537

Up $5,536 (+277%) from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin22nd percentile

Revenue

Down

$2,400,365

Down $1,923,584 (-44%) from 2021

Expenses

Down

$2,615,188

Down $253,073 (-8.8%) from 2021

Net Income

Down

-$214,823

Down $1,670,511 (-115%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2022

Assets$31,789,548
Liabilities$7,537
Net Assets$31,782,011
Open 2022 Filing

Operations Trend

Revenue Growth14th 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

2022

Revenue$2,400,365
Expenses$2,615,188
Net Income-$214,823
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLE SHIFMANProgram Director/DirectorPT$122,234-$122,234
BRIAN H AARONTreasurer/DirectorPT$26,500-$26,500
BRUCE GELBAUGHDirectorPT$22,773$2,850$25,623
BURTON SHIFMANPresident/DirectorPT$13,922$2,850$16,772
STEVE MARGOLINDirector-$6,250-$6,250
JONATHAN AARONSecretary/Director-$6,250-$6,250
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
2023-11-15
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/EOYFMVAmt1951954
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/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)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES SP SMALLCAP 600 INDEX (IJR)
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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/CategoryOrItemTxt25NEUBERGER INTRINSIC VALUE INST (NINLX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26PIONEER MLTI AST ULT SHT INC Y (MYFRX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27PUTNAM ULTRA SHT DUR INC Y (PSDYX)
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0817406
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01573428
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02399540
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01573428
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0142165
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt055764
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0197929
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02128350
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02128350
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0825
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0817406
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0817406
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-214823
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07588074
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08706
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08706
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt025928
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt025927
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt051855
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01573428
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02111647
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt03825
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt03825
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt07650
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08342

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Filings

Displayed year

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

Open filing
Assets
$31,789,548
Liabilities
$7,537
Net assets
$31,782,011
Revenue
$2,400,365
Expenses
$2,615,188
Net income
-$214,823
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
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
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