Civic Intelligence

Levy Foundation Inc.

990PF • Fiscal year 2022 • EIN 04-2874914

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 25, 2022

Organization Profile
20 Freeman PlaceNeedham, MA 02492

(617) 566-3645

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

45th percentile

1.1%

Higher net margin than 45% of similar nonprofits.

2022 filings • <$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 • <$500k nonprofits • Source year 2022

Asset Growth

21st percentile

-20%

Faster asset growth than 21% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-89%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$110,879

Down $28,100 (-20%) from 2021

Net Assets

Down

$110,879

Down $28,100 (-20%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin45th percentile

Revenue

Down

$6,069

Down $48,931 (-89%) from 2021

Expenses

Up

$6,000

Up $2,100 (+54%) from 2021

Net Income

Down

$69

Down $51,031 (-100%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2022

Assets$110,879
Liabilities$0
Net Assets$110,879
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

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

2022

Revenue$6,069
Expenses$6,000
Net Income$69
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 25, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David A LevyClerk-$0--
Susan G LevyPresident-$0--
David A LevyTreasurer-$0--
Susan G LevyDirector-$0--
Joshua W LevyDirector-$0--
Benjamin M LevyDirector-$0--
Alanna G LevyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Levy Foundation Inc
EIN
04-2874914
Phone
6175663645
Address
20 Freeman Place, Needham, MA 02492

Signing Officer

Name
David A Levy
Title
Clerk
Phone
6175663645
Signed
2022-02-25

Preparer

Firm
David a Levy CPA Pc
Address
20 FREEMAN PLACE, NEEDHAM, MA 02492
Preparer
DAvid A Levy
Phone
6175663645
Raw XML Appendix324 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David A Levy
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David A Levy
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Provide support for other charitable orgainzations which meet the goals and objectives of our foundation
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt06000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0general
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1general
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Rosies Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Greater Boston Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Pine Street Inn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ABCD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501c2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0889 Harrison Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt170 S Bay Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2444 Harrison Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302118
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03900
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09900
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03900
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09900
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03900
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-28169
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Valuation adjustment
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0David A Levy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Clerk
ReturnHeader/BusinessOfficerGrp/PhoneNum06175663645
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Levy Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0LEVY
ReturnHeader/Filer/EIN0042874914
ReturnHeader/Filer/PhoneNum06175663645
ReturnHeader/Filer/USAddress/AddressLine1Txt020 Freeman Place
ReturnHeader/Filer/USAddress/CityNm0Needham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002492
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043139309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID A LEVY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 FREEMAN PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002492
ReturnHeader/PreparerPersonGrp/PhoneNum06175663645
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAvid A Levy
ReturnHeader/ReturnTs02022-08-22T15:59:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Levy
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$110,879
Liabilities
$0
Net assets
$110,879
Revenue
$6,069
Expenses
$6,000
Net income
$69
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.01$0.18$6.83$5.66$0.18$5.48
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.30$0.06$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.06$0.06$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.55$0.04$0.51
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.27$0.01$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.06$0.01$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.12$0.00$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01$0.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.09$0.01$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.02$0.01$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00
2011Summary only. Only limited summary data is available for this year.$0.04$0.00$0.00$0.00$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00