Civic Intelligence

The Jack Satter Foundation C/O Samuel Levy

990PF • Fiscal year 2017 • EIN 65-6316190

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

Organization Profile
25 Pelham Road Suite 401Salem, NH 03079

(603) 913-8022

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

5th percentile

-58%

Higher net margin than 5% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

13th percentile

$20,000

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

100th percentile

22091%

Faster asset growth than 100% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2015 to 2017

Revenue Growth

87th percentile

46%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$58,256,786

Up $58,255,603 (+4924396%) from 2015

Net Assets

Up

$58,256,786

Up $58,255,603 (+4924396%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin5th percentile

Revenue

Up

$1,926,353

Up $1,020,274 (+113%) from 2015

Expenses

Up

$3,039,740

Up $2,133,660 (+235%) from 2015

Net Income

Down

-$1,113,387

Down $1,113,386 (-111338600%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$60M$40M$20M$0Assets 2010: $1,975Liabilities 2010: $02010Assets 2011: $1,977Liabilities 2011: $02011Assets 2012: $1,979Liabilities 2012: $02012Assets 2013: $1,980Liabilities 2013: $02013Assets 2014: $1,184Liabilities 2014: $02014Assets 2015: $1,183Liabilities 2015: $0Net Assets 2015: $1,1832015Assets 2017: $58,256,786Liabilities 2017: $0Net Assets 2017: $58,256,7862017Assets 2018: $57,037,370Liabilities 2018: $0Net Assets 2018: $57,037,3702018Assets 2019: $55,638,768Liabilities 2019: $0Net Assets 2019: $55,638,7682019Assets 2020: $52,827,973Liabilities 2020: $0Net Assets 2020: $52,827,9732020Assets 2021: $52,979,845Liabilities 2021: $0Net Assets 2021: $52,979,8452021Assets 2022: $47,832,137Liabilities 2022: $0Net Assets 2022: $47,832,1372022Assets 2023: $42,905,516Liabilities 2023: $0Net Assets 2023: $42,905,5162023Assets 2024: $38,718,602Liabilities 2024: $0Net Assets 2024: $38,718,6022024

Highlighted filing

2017

Assets$58,256,786
Liabilities$0
Net Assets$58,256,786
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2010: $5Expenses 2010: $1Net Income 2010: $42010Revenue 2011: $3Expenses 2011: $1Net Income 2011: $22011Revenue 2012: $4Expenses 2012: $2Net Income 2012: $22012Revenue 2013: $2Expenses 2013: $1Net Income 2013: $12013Revenue 2014: $0Expenses 2014: $796Net Income 2014: -$7962014Revenue 2015: $906,079Expenses 2015: $906,080Net Income 2015: -$12015Revenue 2017: $1,926,353Expenses 2017: $3,039,740Net Income 2017: -$1,113,3872017Revenue 2018: $2,753,145Expenses 2018: $3,972,796Net Income 2018: -$1,219,6512018Revenue 2019: $3,065,071Expenses 2019: $4,431,358Net Income 2019: -$1,366,2872019Revenue 2020: $2,398,946Expenses 2020: $5,209,741Net Income 2020: -$2,810,7952020Revenue 2021: $6,329,597Expenses 2021: $6,651,378Net Income 2021: -$321,7812021Revenue 2022: $813,288Expenses 2022: $5,994,407Net Income 2022: -$5,181,1192022Revenue 2023: $1,897,562Expenses 2023: $6,903,385Net Income 2023: -$5,005,8232023Revenue 2024: $3,628,343Expenses 2024: $7,863,300Net Income 2024: -$4,234,9572024

Highlighted filing

2017

Revenue$1,926,353
Expenses$3,039,740
Net Income-$1,113,387
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL LEVYTrustee-$20,000-$20,000
SYLVIA LEVYTrustee-$20,000-$20,000
ERIC M WOLFTrusteePT$20,000-$20,000
MARY LOU COCCITrusteePT$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
The Jack Satter Foundation
EIN
65-6316190
Phone
6039138022
Address
25 PELHAM ROAD SUITE 401, SALEM, NH 03079

Signing Officer

Name
Samuel Levy
Title
Trustee
Phone
6039138022
Signed
2018-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
Linda Dispensa
Phone
6172277940
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm04250 3M COMPANY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57250 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611000 APTARGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79000 AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm812000 CANADIAN NATIONAL RAILWAY CO US$
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94500 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107500 CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1110000 CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1213500 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1347069.061 DODGE & COX INTL STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143200 EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm157000 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm167500 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm179000 FORTIVE CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm194500 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2038990.488 HARDING LOEVNER EMG MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm215500 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm223500 ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm232500 IPG PHOTONICS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm247000 JOHNSON & JOHNSON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm303500 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3115500 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3211000 PROCTER & GAMBLE CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3425000 ROCHE HLDG LTD-SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm355000 ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm366500 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm375000 SMUCKER J M CO/THE-NEW COMMON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3818000 UNILEVER PLC ADR AMER SHS SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm399000 UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40135060.782 WALTHAUSEN SELECT VALUE FUND INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4112000 XILINX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4212000 XYLEM INC
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,256,786
Liabilities
$0
Net assets
$58,256,786
Revenue
$1,926,353
Expenses
$3,039,740
Net income
-$1,113,387
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$3.63$7.86$4.23
2023Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$1.90$6.90$5.01
2022Detailed filing. Detailed filing data is available for this year.$47.8$0.00$47.8$0.81$5.99$5.18
2021Detailed filing. Detailed filing data is available for this year.$53.0$0.00$53.0$6.33$6.65$0.32
2020Detailed filing. Detailed filing data is available for this year.$52.8$0.00$52.8$2.40$5.21$2.81
2019Detailed filing. Detailed filing data is available for this year.$55.6$0.00$55.6$3.07$4.43$1.37
2018Detailed filing. Detailed filing data is available for this year.$57.0$0.00$57.0$2.75$3.97$1.22
2017Detailed filing. Detailed filing data is available for this year.$58.3$0.00$58.3$1.93$3.04$1.11
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.91$0.91$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00