Civic Intelligence

Levy Foundation Inc.

990PF • Fiscal year 2012 • EIN 04-2874914

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 13, 2012

42 Village Lane02492
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

94th percentile

113%

Faster asset growth than 94% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$7,663

Up $4,064 (+113%) from 2011

Net Assets

$7,663

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$60

Up $60 from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $2,665Liabilities 2010: $0Net Assets 2010: $2,6652010Assets 2011: $3,599Liabilities 2011: $02011Assets 2012: $7,663Liabilities 2012: $0Net Assets 2012: $7,6632012Assets 2013: $8,873Liabilities 2013: $0Net Assets 2013: $8,8732013Assets 2014: $16,801Liabilities 2014: $0Net Assets 2014: $16,8012014Assets 2015: $17,332Liabilities 2015: $0Net Assets 2015: $17,3322015Assets 2016: $29,519Liabilities 2016: $0Net Assets 2016: $29,5192016Assets 2018: $34,584Liabilities 2018: $0Net Assets 2018: $34,5842018Assets 2019: $60,477Liabilities 2019: $0Net Assets 2019: $60,4772019Assets 2021: $138,979Liabilities 2021: $0Net Assets 2021: $138,9792021Assets 2022: $110,879Liabilities 2022: $0Net Assets 2022: $110,8792022Assets 2023: $134,635Liabilities 2023: $0Net Assets 2023: $134,6352023Assets 2024: $700,629Liabilities 2024: $18,000Net Assets 2024: $682,6292024

Highlighted filing

2012

Assets$7,663
Liabilities$0
Net Assets$7,663

Operations Trend

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

$600K$400K$200K$0Expenses 2010: $1252010Revenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Expenses 2012: $602012Revenue 2013: $1,710Expenses 2013: $500Net Income 2013: $1,2102013Revenue 2014: $8,500Expenses 2014: $1,000Net Income 2014: $7,5002014Revenue 2015: $531Expenses 2015: $0Net Income 2015: $5312015Revenue 2016: $12,187Expenses 2016: $0Net Income 2016: $12,1872016Revenue 2018: $6,000Expenses 2018: $1,000Net Income 2018: $5,0002018Revenue 2019: $26,893Expenses 2019: $1,000Net Income 2019: $25,8932019Revenue 2021: $55,000Expenses 2021: $3,900Net Income 2021: $51,1002021Revenue 2022: $6,069Expenses 2022: $6,000Net Income 2022: $692022Revenue 2023: $29,756Expenses 2023: $6,000Net Income 2023: $23,7562023Revenue 2024: $565,994Expenses 2024: $18,000Net Income 2024: $547,9942024

Highlighted filing

2012

Revenue-
Expenses$60
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 13, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID A LEVYClerk-$0--
SETH NELSON LEVYPresident-$0--
DANIEL E LEVYTreasurer-$0--
SUSAN G LEVYDirector-$0--
JOSHUA W LEVYDirector-$0--
BENJAMIN M LEVYDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantROSIES PLACEgeneral501c3BOSTON, MA, US$60
Filing and Contact Details

Filer

EIN
04-2874914
Raw XML Appendix250 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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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses04064
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0124
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IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DAVID A LEVY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SETH NELSON LEVY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DANIEL E LEVY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3SUSAN G LEVY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4JOSHUA W LEVY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5BENJAMIN M LEVY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Clerk
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Treasurer
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5Director
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1542 VILLAGE LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NEEDHAM
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NY
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.058021
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.058021
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear403447
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0DAVID A LEVY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06175663645
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1011 KENT STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BROOKLINE
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IRS990PF/StatementsRegardingActivities/Form990TFiled0false
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IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount060
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ROSIES PLACE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10889 HARRISON AVE
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IRS990PF/UndistributedIncome/ExcessFromYear40200
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IRS990PF/UndistributedIncome/TotalCorpus0460
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IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherIncomeSchedule2/OtherIncome/Description00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0042874914
ReturnHeader/Filer/Name/BusinessNameLine10LEVY FOUNDATION INC
ReturnHeader/Filer/NameControl0LEVY
ReturnHeader/Filer/Phone06175663256
ReturnHeader/Filer/USAddress/AddressLine1042 VILLAGE LANE
ReturnHeader/Filer/USAddress/City0NEEDHAM
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002492
ReturnHeader/Officer/DateSigned02012-11-13
ReturnHeader/Officer/Name0DAVID A LEVY
ReturnHeader/Officer/Phone06175663256
ReturnHeader/Officer/Title0CLERK
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DAVID A LEVY CPA PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011 KENT ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BROOKLINE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002445
ReturnHeader/Preparer/Name0DAVID A LEVY
ReturnHeader/Preparer/Phone06175663645
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-10T08:44:13-08:00

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