Civic Intelligence

Saks-Kavanaugh Foundation

990PF • Fiscal year 2021 • EIN 45-5053368

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
7750 Okeechobee Blvd Suite 4-364West Palm Beach, FL 33411

(305) 987-1600

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

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

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

Net Margin

65th percentile

25%

Higher net margin than 65% 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

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

63rd percentile

31%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,160,519

Up $317,884 (+17%) from 2020

Net Assets

Up

$2,160,519

Up $317,884 (+17%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin65th percentile

Revenue

Up

$1,518,778

Up $358,466 (+31%) from 2020

Expenses

Up

$1,137,876

Up $555,804 (+95%) from 2020

Net Income

Down

$380,902

Down $197,338 (-34%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $46,990Liabilities 2013: $1Net Assets 2013: $46,9902013Assets 2014: $27,122Liabilities 2014: $1Net Assets 2014: $27,1222014Assets 2015: $8,249Liabilities 2015: $02015Assets 2016: $6,717Liabilities 2016: $0Net Assets 2016: $6,7172016Assets 2017: $103,079Liabilities 2017: $0Net Assets 2017: $103,0792017Assets 2018: $2,043,501Liabilities 2018: $0Net Assets 2018: $2,043,5012018Assets 2019: $1,394,766Liabilities 2019: $1Net Assets 2019: $1,394,7662019Assets 2020: $1,842,635Liabilities 2020: $1Net Assets 2020: $1,842,6352020Assets 2021: $2,160,519Liabilities 2021: $1Net Assets 2021: $2,160,5192021Assets 2022: $2,269,455Liabilities 2022: $1Net Assets 2022: $2,269,4552022Assets 2023: $2,544,082Liabilities 2023: $1Net Assets 2023: $2,544,0822023Assets 2024: $2,155,633Liabilities 2024: $0Net Assets 2024: $2,155,6332024

Highlighted filing

2021

Assets$2,160,519
Liabilities$1
Net Assets$2,160,519
Open 2021 Filing

Operations Trend

Revenue Growth63rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $190,000Expenses 2013: $156,260Net Income 2013: $33,7402013Revenue 2014: $185,000Expenses 2014: $204,868Net Income 2014: -$19,8682014Revenue 2015: $485,000Expenses 2015: $503,873Net Income 2015: -$18,8732015Revenue 2016: $775,000Expenses 2016: $776,532Net Income 2016: -$1,5322016Revenue 2017: $850,000Expenses 2017: $753,638Net Income 2017: $96,3622017Revenue 2018: $4,230,757Expenses 2018: $751,789Net Income 2018: $3,478,9682018Revenue 2019: $59,683Expenses 2019: $708,418Net Income 2019: -$648,7352019Revenue 2020: $1,160,312Expenses 2020: $582,072Net Income 2020: $578,2402020Revenue 2021: $1,518,778Expenses 2021: $1,137,876Net Income 2021: $380,9022021Revenue 2022: $1,033,923Expenses 2022: $992,545Net Income 2022: $41,3782022Revenue 2023: $1,091,937Expenses 2023: $816,974Net Income 2023: $274,9632023Revenue 2024: $215,054Expenses 2024: $603,773Net Income 2024: -$388,7192024

Highlighted filing

2021

Revenue$1,518,778
Expenses$1,137,876
Net Income$380,902
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETTY SAKSGrantor/ Co-Trustee-$0--
BART KAVANAUGHGrantor/ Co-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Saks-kavanaugh Foundation
EIN
45-5053368
Phone
3059871600
Address
7750 OKEECHOBEE BLVD SUITE 4-364, WEST PALM BEACH, FL 33411

Signing Officer

Name
Betty Saks
Title
Grantor/co-trustee
Phone
3059871600
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Fgmk LLC
Address
2801 LAKESIDE DRIVE 3RD FLOOR, BANNOCKBURN, IL 60015
Preparer
Norman Kellerman
Phone
8473740400
Raw XML Appendix372 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/SupplementaryInformationGrp/ContributingManagerNm1BART KAVANAUGH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MASSACHUSETTS INSTITUTE OF TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF CORK FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WORLD BICYCLE RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt02 12 WESTERN GATEWAY BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0WESTERN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0EI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt077 MASSACHUSETTS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11333 N KINGSBURY 4TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160642
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01030000
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/AppliedToCurrentYearAmt087870
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt087870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0313543
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0421018
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0548509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0749875
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0774017
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0774017
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02975075
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0942130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0313543
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0421018
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0548509
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0749875
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0942130
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03749092
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02806962
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0EXETER TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BART KAVANAUGH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01688 MERIDIAN AVE SUITE 700
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt17750 OKEECHOBEE BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MIAMI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1WEST PALM BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033139
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd133411
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0365217
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0110227
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0957 SHARES ISHARES CORE S&P
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-30
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt038
OtherDecreasesSchedule/OtherDecreasesDetail/Amt162980
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0WASH LOSS ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CHARITABLE CONTRIBTION NPV ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATION EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt090000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt19798
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt22192
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0RIDGEWAY PHILANTHROPY CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OTHER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt090000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt19798
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt22192
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0PACIFIC PARTNERS LLC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01688 MERIDIAN AVE SUITE 700
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MIAMI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033469
TaxesSchedule/TaxesDetail/Amt0522
TaxesSchedule/TaxesDetail/Amt11607
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISES TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0522
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BETTY SAKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRANTOR/CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03059871600
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAKS-KAVANAUGH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAKS
ReturnHeader/Filer/EIN0455053368
ReturnHeader/Filer/PhoneNum03059871600
ReturnHeader/Filer/USAddress/AddressLine1Txt07750 OKEECHOBEE BLVD SUITE 4-364
ReturnHeader/Filer/USAddress/CityNm0WEST PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033411
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362929601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FGMK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02801 LAKESIDE DRIVE 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BANNOCKBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08473740400
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NORMAN KELLERMAN
ReturnHeader/ReturnTs02022-05-12T15:23:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BETTY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAKS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,160,519
Liabilities
$1
Net assets
$2,160,519
Revenue
$1,518,778
Expenses
$1,137,876
Net income
$380,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.22$0.60$0.39
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$1.09$0.82$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$1.03$0.99$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.52$1.14$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$1.16$0.58$0.58
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.06$0.71$0.65
2018Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$4.23$0.75$3.48
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.85$0.75$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.78$0.78$0.00
2015Summary only. Only limited summary data is available for this year.$0.01$0.00$0.49$0.50$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.19$0.20$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.19$0.16$0.03