Civic Intelligence

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

990PF • Fiscal year 2021 • EIN 39-6755670

Jan 01, 2021 to Dec 31, 2021 • Filed on May 06, 2022

Organization Profile
1451 E Goodrich LaneMilwaukee, WI 53217

(414) 212-5197

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

5th percentile

-99%

Higher net margin than 5% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

17th percentile

-3.1%

Faster asset growth than 17% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-74%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,719,011

Down $55,514 (-3.1%) from 2020

Net Assets

Down

$1,719,011

Down $55,514 (-3.1%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin5th percentile

Revenue

Down

$55,970

Down $161,013 (-74%) from 2020

Expenses

Down

$111,484

Down $5,046 (-4.3%) from 2020

Net Income

Down

-$55,514

Down $155,967 (-155%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

2021

Assets$1,719,011
Liabilities$1
Net Assets$1,719,011
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

2021

Revenue$55,970
Expenses$111,484
Net Income-$55,514
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 6, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

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
4142125197
Address
1451 E GOODRICH LANE, MILWAUKEE, WI 53217

Signing Officer

Name
Douglas S Levy
Title
Trustee
Phone
4142125197
Signed
2022-05-06
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 Appendix319 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03400
AppliedToPriorYearElection/ElectionDesc0THE FOUNDATION HEREBY MAKES AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ITS 2021 DISTRIBUTIONS FIRST TO UNDISTRIBUTED INCOME FROM 2020 OF $104,538 AND LAST TO THE UNDISTRIBUTED INCOME FROM 2021.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02721
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0OTHER STOCKS
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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/RecipientEmailAddressTxt0[email protected]
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/Amt0105000
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/TotalGrantOrContriPdDurYrAmt0105000
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/AppliedToCurrentYearAmt0642
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0104358
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0104399
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0105000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0103757
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0104358
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
TaxesSchedule/TaxesDetail/Amt02962
TaxesSchedule/TaxesDetail/Amt162
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt162
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS S LEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142125197
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-06
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/PhoneNum04142125197
ReturnHeader/Filer/USAddress/AddressLine1Txt01451 E GOODRICH LANE
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
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/PreparationDt02022-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R WERNER CPA
ReturnHeader/ReturnTs02022-05-09T17:28:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DOUGLAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEVY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,719,011
Liabilities
$1
Net assets
$1,719,011
Revenue
$55,970
Expenses
$111,484
Net income
-$55,514
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
2021Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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