Civic Intelligence

Kovitz Cares Foundation

990EZ • Fiscal year 2020 • EIN 84-4317846

Jan 14, 2020 to Dec 31, 2020 • Filed on Jul 08, 2021

Organization ProfileWWW.KOVITZCARES.ORG
71 S WACKER DRIVE No 1860Chicago, IL 60606

(312) 334-7300

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

$990

No earlier filing loaded for comparison.

Net Assets

$990

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin98th percentile

Revenue

$1,000

No earlier filing loaded for comparison.

Expenses

$10

No earlier filing loaded for comparison.

Net Income

$990

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2020: $990Liabilities 2020: $0Net Assets 2020: $9902020Assets 2021: $17,069Liabilities 2021: $0Net Assets 2021: $17,0692021Assets 2022: $23,362Liabilities 2022: $0Net Assets 2022: $23,3622022Assets 2023: $14,923Net Assets 2023: $14,9232023Assets 2024: $12,841Net Assets 2024: $12,8412024

Highlighted filing

2020

Assets$990
Liabilities$0
Net Assets$990
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2020: $1,000Expenses 2020: $10Net Income 2020: $9902020Revenue 2021: $17,290Expenses 2021: $1,211Net Income 2021: $16,0792021Revenue 2022: $10,009Expenses 2022: $3,716Net Income 2022: $6,2932022Revenue 2023: $77,507Expenses 2023: $85,946Net Income 2023: -$8,4392023Revenue 2024: $5,000Expenses 2024: $7,082Net Income 2024: -$2,0822024

Highlighted filing

2020

Revenue$1,000
Expenses$10
Net Income$990
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 14, 2020 to Dec 31, 2020
Signed
Jul 8, 2021
Return Version
2020v4.1
Gross Receipts
$1,000
Mission and Program Overview

Mission

Kovitz cares foundation is organized to raise funds, primarily through fundraising activities, and to provide grants to other local 501(c)(3) organizations that support education and provide economic opportunities and assistance for people in need.

Program Services

DescriptionGrantsExpenses
OUR INAUGURAL FUNDFAISING ACTIVITY, A POKER CASINO NIGHT, WAS ORIGINALLY SCHEDULED FOR MAY, 2020 BUT WAS POSTPONED TO OCTOBER, 2021. THE EVENT WAS POSTPONED DUE TO MANDATED SHUT DOWN OF ACTIVITIES IN THE STATE OF ILLINOIS BECAUSE OF THE COVID-19 VIRUS. WE RECEIVED A SINGLE DONATION THAT ALLOWED US TO COVER OUR NOMINAL OPERATING EXPENSES FOR THE YEAR.$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MITCHELL A KOVITZDirector-$0--
MARC S BRENNERDirector-$0--
JONATHAN A SHAPIRODirector-$0--
THEODORE J RUPPDirector-$0--
CAROLYN E RADENPresident And Treasurer-$0--
EDWARD W EDENSVice President And Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Kovitz Cares Foundation
EIN
84-4317846
Phone
3123347300
Address
71 S WACKER DRIVE No 1860, CHICAGO, IL 60606

Signing Officer

Name
Carolyn E Raden
Title
President and Treasurer
Phone
3123347300
Signed
2021-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Kovitz Investment Group Partners LLC
Address
2215 Sanders Road Suite 100N, Northbrook, IL 60062
Preparer
Jenny P Boyke
Phone
3126737180
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: IL ANNUAL NFP REPORT FEES. Amount: 10.”

Raw XML Appendix144 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0CAROLYN E RADEN
IRS990EZ/BooksInCareOfDetail/PhoneNum03123347300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt071 S WACKER DRIVE SUITE 1860
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060606
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0990
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0990
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0990
IRS990EZ/GrossReceiptsAmt01000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0990
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0990
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MITCHELL A KOVITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARC S BRENNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JONATHAN A SHAPIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THEODORE J RUPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CAROLYN E RADEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EDWARD W EDENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT AND TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT AND SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0KOVITZ CARES FOUNDATION IS ORGANIZED TO RAISE FUNDS, PRIMARILY THROUGH FUNDRAISING ACTIVITIES, AND TO PROVIDE GRANTS TO OTHER LOCAL 501(C)(3) ORGANIZATIONS THAT SUPPORT EDUCATION AND PROVIDE ECONOMIC OPPORTUNITIES AND ASSISTANCE FOR PEOPLE IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUR INAUGURAL FUNDFAISING ACTIVITY, A POKER CASINO NIGHT, WAS ORIGINALLY SCHEDULED FOR MAY, 2020 BUT WAS POSTPONED TO OCTOBER, 2021. THE EVENT WAS POSTPONED DUE TO MANDATED SHUT DOWN OF ACTIVITIES IN THE STATE OF ILLINOIS BECAUSE OF THE COVID-19 VIRUS. WE RECEIVED A SINGLE DONATION THAT ALLOWED US TO COVER OUR NOMINAL OPERATING EXPENSES FOR THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt01000
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.KOVITZCARES.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01000
IRS990ScheduleA/TotalSupportAmt01000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: IL ANNUAL NFP REPORT FEES. Amount: 10.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN E RADEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03123347300
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KOVITZ CARES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KOVI
ReturnHeader/Filer/EIN0844317846
ReturnHeader/Filer/PhoneNum03123347300
ReturnHeader/Filer/USAddress/AddressLine1Txt071 S WACKER DRIVE No 1860
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475657416
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOVITZ INVESTMENT GROUP PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02215 Sanders Road Suite 100N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060062
ReturnHeader/PreparerPersonGrp/PhoneNum03126737180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jenny P Boyke
ReturnHeader/ReturnTs02021-07-08T09:16:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROLYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RADEN
ReturnHeader/TaxPeriodBeginDt02020-01-14
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$990
Liabilities
$0
Net assets
$990
Revenue
$1,000
Expenses
$10
Net income
$990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.8$12.8$5.00$7.08$2.08
2023Detailed filing. Detailed filing data is available for this year.$14.9$14.9$77.5$85.9$8.44
2022Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$10.0$3.72$6.29
2021Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$17.3$1.21$16.1
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.00$0.01$0.99