Civic Intelligence

Samuel D & Virginia B Saffro Charitabl E Tr C/O Guaranty Bank Douglas Levy

990PF • Fiscal year 2018 • EIN 39-6755670

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 30, 2019

1451 E Goodrich LaneMilwaukee, WI 53217

(414) 362-4720

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

12th percentile

-33%

Higher net margin than 12% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

38th percentile

-1.5%

Faster asset growth than 38% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

4.0%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,695,759

Down $26,640 (-1.5%) from 2017

Net Assets

Down

$1,695,759

Down $26,640 (-1.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$80,996

Up $3,110 (+4.0%) from 2017

Expenses

Up

$107,636

Up $4,758 (+4.6%) from 2017

Net Income

Down

-$26,640

Down $1,648 (-6.6%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,813,900Liabilities 2010: $0Net Assets 2010: $1,813,9002010Assets 2011: $1,794,114Liabilities 2011: $1,240Net Assets 2011: $1,792,8742011Assets 2012: $1,787,266Liabilities 2012: $1,240Net Assets 2012: $1,786,0262012Assets 2013: $1,774,845Liabilities 2013: $1Net Assets 2013: $1,774,8452013Assets 2014: $1,784,615Liabilities 2014: $1Net Assets 2014: $1,784,6152014Assets 2015: $1,784,340Liabilities 2015: $02015Assets 2016: $1,747,391Liabilities 2016: $0Net Assets 2016: $1,747,3912016Assets 2017: $1,722,399Liabilities 2017: $0Net Assets 2017: $1,722,3992017Assets 2018: $1,695,759Liabilities 2018: $0Net Assets 2018: $1,695,7592018Assets 2019: $1,674,072Liabilities 2019: $1Net Assets 2019: $1,674,0722019Assets 2020: $1,774,525Liabilities 2020: $1Net Assets 2020: $1,774,5252020Assets 2021: $1,719,011Liabilities 2021: $1Net Assets 2021: $1,719,0112021Assets 2022: $1,674,157Liabilities 2022: $1Net Assets 2022: $1,674,1572022Assets 2023: $1,641,250Liabilities 2023: $12023

Highlighted filing

2018

Assets$1,695,759
Liabilities$0
Net Assets$1,695,759

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $71,7442010Expenses 2011: $75,3682011Expenses 2012: $81,6292012Revenue 2013: $77,557Expenses 2013: $88,738Net Income 2013: -$11,1812013Revenue 2014: $102,850Expenses 2014: $93,080Net Income 2014: $9,7702014Revenue 2015: $101,300Expenses 2015: $101,575Net Income 2015: -$2752015Revenue 2016: $62,281Expenses 2016: $99,230Net Income 2016: -$36,9492016Revenue 2017: $77,886Expenses 2017: $102,878Net Income 2017: -$24,9922017Revenue 2018: $80,996Expenses 2018: $107,636Net Income 2018: -$26,6402018Revenue 2019: $85,232Expenses 2019: $106,919Net Income 2019: -$21,6872019Revenue 2020: $216,983Expenses 2020: $116,530Net Income 2020: $100,4532020Revenue 2021: $55,970Expenses 2021: $111,484Net Income 2021: -$55,5142021Revenue 2022: $63,244Expenses 2022: $108,098Net Income 2022: -$44,8542022Revenue 2023: $75,044Expenses 2023: $107,951Net Income 2023: -$32,9072023

Highlighted filing

2018

Revenue$80,996
Expenses$107,636
Net Income-$26,640
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 30, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS S LEVYTrustee-$0--
ELLIN S LEVYTrustee-$0--
CAROL S SAFFROTrustee-$0--
JILL LEVY BELCONISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Samuel D & Virginia B Saffro Charitabl
EIN
39-6755670
Phone
4143624720
Address
1451 E GOODRICH LANE, MILWAUKEE, WI 53217

Signing Officer

Name
Douglas Levy
Title
Trustee
Phone
4142125197
Signed
2019-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Scribner Cohen and Company Sc
Address
400 EAST MASON STREET SUITE 300, MILWAUKEE, WI 53202
Preparer
David R Werner CPA
Phone
4142711700
Raw XML Appendix353 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt03600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03600
AppliedToPriorYearElection/ElectionDesc0THE FOUNDATION HEREBY MAKES AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ITS 2018 DISTRIBUTIONS FIRST TO UNDISTRIBUTED INCOME FROM 2017 OF $102,486, SECOND TO UNDISTRIBUTED INCOME FROM 2015 OF $90, AND LAST TO THE UNDISTRIBUTED INCOME FROM 2018.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BONDS - WELLS FARGO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS - WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1OTHER STOCKS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt032
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JILL LEVY BELCONIS
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DOUGLAS S LEVY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01451 E GOODRICH LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053217
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142125197
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUEST LETTERS, NO FORM REQUIRED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DOUGLAS S LEVY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04142125197
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01451 E GOODRICH LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053217
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO LIMITATIONS, EXCEPT FOUNDATION SIZE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0103000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0QUALIFYING CHARITABLE GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VANGUARD CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 9509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WARWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0028899509
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0103000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0424
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt090
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0102486
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0102023
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0103000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt090
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0101599
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0102486
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt066
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt066
TaxesSchedule/TaxesDetail/Amt0768
TaxesSchedule/TaxesDetail/Amt1202
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1202
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS LEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142125197
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL D & VIRGINIA B SAFFRO CHARITABL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0E TRUST C/O DOUGLAS LEVY
ReturnHeader/Filer/BusinessNameControlTxt0SAFF
ReturnHeader/Filer/EIN0396755670
ReturnHeader/Filer/PhoneNum04143624720
ReturnHeader/Filer/USAddress/AddressLine1Txt01451 E GOODRICH LANE
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId062445642C2807256DEF213D3DBBA772C4363ACFC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB5837FA4496C667E31A0B93CFDD669B7DC9A79E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.52.13.242
ReturnHeader/FilingSecurityInformation/IPDt02019-04-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:53:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391210538
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCRIBNER COHEN AND COMPANY SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 EAST MASON STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142711700
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R WERNER CPA
ReturnHeader/ReturnTs02019-05-10T15:40:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$0.08$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.06$0.11$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.06$0.11$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.22$0.12$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.09$0.11$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.08$0.11$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.08$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.06$0.10$0.04
2015Summary only. Only limited summary data is available for this year.$1.78$0.00$0.10$0.10$0.00
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.78$0.00$1.78$0.10$0.09$0.01
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.77$0.00$1.77$0.08$0.09$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • $1M-$5M nonprofits