Civic Intelligence

Kovitz Cares Foundation

990EZ • Fiscal year 2021 • EIN 84-4317846

Jan 01, 2021 to Dec 31, 2021 • Filed on May 03, 2022

Organization ProfileWWW.KOVITZCARES.ORG
71 S Wacker Drive 1860Chicago, IL 60606

(312) 334-7300

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

99th percentile

1624%

Faster asset growth than 99% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

1629%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$17,069

Up $16,079 (+1624%) from 2020

Net Assets

Up

$17,069

Up $16,079 (+1624%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin97th percentile

Revenue

Up

$17,290

Up $16,290 (+1629%) from 2020

Expenses

Up

$1,211

Up $1,201 (+12010%) from 2020

Net Income

Up

$16,079

Up $15,089 (+1524%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

2021

Assets$17,069
Liabilities$0
Net Assets$17,069
Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

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

2021

Revenue$17,290
Expenses$1,211
Net Income$16,079
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.2
Gross Receipts
$17,290
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
THE FOUNDATION PARTICIPATED IN A CASINO NIGHT FUNDRAISING ACTIVITY FACILITATED BY ANOTHER 501(C)(3) ORGANIZATION, LAKEVIEW PANTRY. DONATIONS AND SPONSORSHIPS RELATED TO THE EVENT WENT DIRECTLY TO LAKEVIEW PANTRY. EXPENSES RELATED TO THE EVENT WERE PAID BY LAKEVIEW PANTRY.$0$0
Compensation and Service Providers
Top Officer Pay77th 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 Secreta-$0--
Filing and Contact Details

Filer

Filer Name
Kovitz Cares Foundation
EIN
84-4317846
Phone
3123347300
Address
71 S WACKER DRIVE 1860, CHICAGO, IL 60606

Signing Officer

Name
Carolyn E Raden
Title
President and Treasurer
Phone
3123347300
Signed
2022-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Kovitz Investment Group Partners LLC
Address
71 SOUTH WACKER DRIVE SUITE 1860, CHICAGO, IL 60606
Preparer
Jenny P Boyke
Phone
3123347300
Supplemental Narrative

Additional Explanations

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

“Description: insurance. Amount: 436. Description: regulatory and filing fees. Amount: 240. Description: technology. Amount: 535. Total to form 990-ez, line 16: 1,211.”

Raw XML Appendix153 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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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 SECRETA
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01211
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION PARTICIPATED IN A CASINO NIGHT FUNDRAISING ACTIVITY FACILITATED BY ANOTHER 501(C)(3) ORGANIZATION, LAKEVIEW PANTRY. DONATIONS AND SPONSORSHIPS RELATED TO THE EVENT WENT DIRECTLY TO LAKEVIEW PANTRY. EXPENSES RELATED TO THE EVENT WERE PAID BY LAKEVIEW PANTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01000
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IRS990ScheduleA/TotalSupportAmt018290
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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.
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ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN E RADEN
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ReturnHeader/Filer/PhoneNum03123347300
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-03
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ReturnHeader/ReturnTs02022-05-03T11:38:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROLYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RADEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$17,069
Liabilities
$0
Net assets
$17,069
Revenue
$17,290
Expenses
$1,211
Net income
$16,079
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