Civic Intelligence

Kovitz Cares Foundation

990EZ • Fiscal year 2022 • EIN 84-4317846

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

80th percentile

37%

Faster asset growth than 80% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-42%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$23,362

Up $6,293 (+37%) from 2021

Net Assets

Up

$23,362

Up $6,293 (+37%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin93rd percentile

Revenue

Down

$10,009

Down $7,281 (-42%) from 2021

Expenses

Up

$3,716

Up $2,505 (+207%) from 2021

Net Income

Down

$6,293

Down $9,786 (-61%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2022

Assets$23,362
Liabilities$0
Net Assets$23,362
Open 2022 Filing

Operations Trend

Revenue Growth13th 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

2022

Revenue$10,009
Expenses$3,716
Net Income$6,293
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Gross Receipts
$10,009
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 2021 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 Pay78th 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
2023-05-11
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: 25. Description: technology. Amount: 356. Description: bank fees - checks. Amount: 349. Description: annual subscription. Amount: 300. Total to form 990-ez, line 16: 1,466.”

Raw XML Appendix157 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0CAROLYN E RADEN
IRS990EZ/BooksInCareOfDetail/PhoneNum03123347300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt071 S WACKER DRIVE SUITE 1860
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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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 SECRETA
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01466
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/DescriptionProgramSrvcAccomTxt0THE FOUNDATION PARTICIPATED IN A 2021 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
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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/TotalExpensesAmt03716
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt010009
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.KOVITZCARES.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010009
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt028299
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt028299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010009
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017290
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028299
IRS990ScheduleA/TotalSupportAmt028299
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 436. DESCRIPTION: REGULATORY AND FILING FEES. AMOUNT: 25. DESCRIPTION: TECHNOLOGY. AMOUNT: 356. DESCRIPTION: BANK FEES - CHECKS. AMOUNT: 349. DESCRIPTION: ANNUAL SUBSCRIPTION. AMOUNT: 300. TOTAL TO FORM 990-EZ, LINE 16: 1,466.
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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN E RADEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03123347300
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KOVITZ CARES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KOVI
ReturnHeader/Filer/EIN0844317846
ReturnHeader/Filer/PhoneNum03123347300
ReturnHeader/Filer/USAddress/AddressLine1Txt071 S WACKER DRIVE 1860
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475657416
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOVITZ INVESTMENT GROUP PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt071 SOUTH WACKER DRIVE SUITE 1860
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03123347300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNY P BOYKE
ReturnHeader/ReturnTs02023-05-11T18:30:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROLYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RADEN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,362
Liabilities
$0
Net assets
$23,362
Revenue
$10,009
Expenses
$3,716
Net income
$6,293
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