Civic Intelligence

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

990PF • Fiscal year 2014 • EIN 39-6755670

Jan 01, 2014 to Dec 31, 2014 • Filed on May 05, 2015

Organization Profile
Douglas Levy 501 W North ShoreDrive No 330Milwaukee, WI 53217

(414) 362-4720

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

62nd percentile

9.5%

Higher net margin than 62% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

45th percentile

0.6%

Faster asset growth than 45% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,784,615

Up $9,770 (+0.6%) from 2013

Net Assets

Up

$1,784,615

Up $9,770 (+0.6%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin62nd percentile

Revenue

Up

$102,850

Up $25,293 (+33%) from 2013

Expenses

Up

$93,080

Up $4,342 (+4.9%) from 2013

Net Income

Up

$9,770

Up $20,951 (+187%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2014

Assets$1,784,615
Liabilities$1
Net Assets$1,784,615
Open 2014 Filing

Operations Trend

Revenue Growth80th 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

2014

Revenue$102,850
Expenses$93,080
Net Income$9,770
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 5, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st 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 and Virginia B Saffro Charita
EIN
39-6755670
Phone
4143624720
Address
DOUGLAS LEVY 501 W NORTH SHORE, DRIVE NO 330, MILWAUKEE, WI 53217

Signing Officer

Name
Douglas Levy
Title
Trustee
Phone
4143624720
Signed
2015-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Scribner Cohen and Company Sc Cpas
Address
400 EAST MASON STREET SUITE 300, MILWAUKEE, WI 53202
Preparer
David R Werner CPA
Phone
4142711700
Raw XML Appendix343 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.

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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt088291
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt088291
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt088291
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
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/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DOUGLAS S LEVY CO GUARANTY BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 W NORTH SHORE DR SUITE 330
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/PhoneNum04143624720
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 CO GUARANTY BANK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04143624720
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0501 W NORTH SHORE DRIVE SUITE 330
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/Amt088291
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH COMMUNITY FOUNDATION OF THE MILWAUKEE JEWISH FEDERATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01360 NORTH PROSPECT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt088291
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt088291
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt096063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt088291
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt096063
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt088291
TaxesSchedule/TaxesDetail/Amt01485
TaxesSchedule/TaxesDetail/Amt14
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS LEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04143624720
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL D AND VIRGINIA B SAFFRO CHARITA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST C/O GUARANTY BANK
ReturnHeader/Filer/BusinessNameControlTxt0SAFF
ReturnHeader/Filer/EIN0396755670
ReturnHeader/Filer/PhoneNum04143624720
ReturnHeader/Filer/USAddress/AddressLine1Txt0DOUGLAS LEVY 501 W NORTH SHORE
ReturnHeader/Filer/USAddress/AddressLine2Txt0DRIVE NO 330
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391210538
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCRIBNER COHEN AND COMPANY SC CPAS
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/PreparationDt02015-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R WERNER CPA
ReturnHeader/ReturnTs02015-05-08T09:01:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,784,615
Liabilities
$1
Net assets
$1,784,615
Revenue
$102,850
Expenses
$93,080
Net income
$9,770
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
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
2014Detailed filing. Detailed filing data is available for this year.$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. 2014 filings • $1M-$5M nonprofits