Civic Intelligence

The Jack Satter Foundation C/O Samuel Levy

990PF • Fiscal year 2020 • EIN 65-6316190

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

Organization Profile
25 Pelham Road Suite 402Salem, NH 03079

(603) 913-8022

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

4th percentile

-117%

Higher net margin than 4% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

18th percentile

$30,000

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

10th percentile

-5.1%

Faster asset growth than 10% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-22%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$52,827,973

Down $2,810,795 (-5.1%) from 2019

Net Assets

Down

$52,827,973

Down $2,810,795 (-5.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin4th percentile

Revenue

Down

$2,398,946

Down $666,125 (-22%) from 2019

Expenses

Up

$5,209,741

Up $778,383 (+18%) from 2019

Net Income

Down

-$2,810,795

Down $1,444,508 (-106%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2020

Assets$52,827,973
Liabilities$0
Net Assets$52,827,973
Open 2020 Filing

Operations Trend

Revenue Growth17th 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

2020

Revenue$2,398,946
Expenses$5,209,741
Net Income-$2,810,795
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC M WOLFTrusteePT$30,000-$30,000
MARY LOU COCCITrusteePT$30,000-$30,000
SAMUEL LEVYTrustee-$20,000-$20,000
SYLVIA LEVYTrustee-$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 402, SALEM, NH 03079

Signing Officer

Name
Samuel Levy
Title
Trustee
Phone
6039138022
Signed
2021-05-05
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/StockNm110500 NOVARTIS AG SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm216000 UNILEVER PLC ADR AMER SHS SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm312000 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4900 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5400 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm610000 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm714000 APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88300 APTARGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97000 AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103000 BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1110000 CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126500 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138000 FISERV INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144750 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153000 ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm168000 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm174200 MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm182500 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm194000 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm202050 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm216000 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm228000 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2316000 RAYTHEON TECHNOLOGIES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm246000 ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm256000 THE WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm268600 TJX COMPANIES INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm279000 XILINX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2812000 XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2910000 CANADIAN NATL RY CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3012000 NOVOZYMES A/S B SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3145964.69 DODGE & COX FDS INTL STK FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3239762.26 FPA CRESCENT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3336621.31 HARDING LOEVNER EMG MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3486475.88 NEUBERGER BERMAN LONG SHORT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35100664.13 ROBECO BP LNG/SHRT RES INS
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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt06710368
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt07032662
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01289804
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02398946
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03254
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03255
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06509
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01582795
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04670339
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04670339
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01289804
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01289804
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2810795
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt019197754
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01109142
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02690639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0202536
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0178430
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0380966
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt051652
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04976129
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0181960
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05209741
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02872599
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02398946
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0305790
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0181960
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0539402
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1137368
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1137368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt019060386
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01582795
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2810795
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt055638768
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03233533
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03233533
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03233533
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt037400
IRS990PF/DistributableAmountGrp/TotalTaxAmt037400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt022600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt060000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt037400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt022600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt037400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt037400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt060000
IRS990PF/FMVAssetsEOYAmt072725095
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt013053314
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt012979425
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt031073725
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt026556246
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt044918395
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt052827973
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02479628
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05343000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05343000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt055638768
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt052827973
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt072725095
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt055638768
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt052827973
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt055638768
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt052827973
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt09032101
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt07949302
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt08482985
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt066414876
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02450509
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt063964367
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0996223

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,827,973
Liabilities
$0
Net assets
$52,827,973
Revenue
$2,398,946
Expenses
$5,209,741
Net income
-$2,810,795
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