Civic Intelligence

Levy Charitable Foundation Tr

990PF • Fiscal year 2016 • EIN 04-6860665

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 05, 2017

Organization Profile
11 Oakcliff RoadWellesley, MA 02481-1411

(617) 924-3200

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

3.5%

Faster asset growth than 57% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

-1.1%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$241,212

Up $8,090 (+3.5%) from 2015

Net Assets

Up

$241,212

Up $8,090 (+3.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin85th percentile

Revenue

Down

$25,337

Down $274 (-1.1%) from 2015

Expenses

Down

$17,247

Down $1,879 (-9.8%) from 2015

Net Income

Up

$8,090

Up $1,605 (+25%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2011: $120,783Liabilities 2011: $02011Assets 2012: $214,720Liabilities 2012: $02012Assets 2013: $196,020Liabilities 2013: $0Net Assets 2013: $196,0202013Assets 2014: $226,637Liabilities 2014: $0Net Assets 2014: $226,6372014Assets 2015: $233,122Liabilities 2015: $0Net Assets 2015: $233,1222015Assets 2016: $241,212Liabilities 2016: $0Net Assets 2016: $241,2122016Assets 2017: $244,870Liabilities 2017: $0Net Assets 2017: $244,8702017Assets 2018: $235,241Liabilities 2018: $0Net Assets 2018: $235,2412018Assets 2019: $245,414Liabilities 2019: $0Net Assets 2019: $245,4142019Assets 2020: $249,795Liabilities 2020: $0Net Assets 2020: $249,7952020Assets 2021: $252,252Liabilities 2021: $0Net Assets 2021: $252,2522021Assets 2022: $261,667Liabilities 2022: $0Net Assets 2022: $261,6672022Assets 2023: $249,506Liabilities 2023: $0Net Assets 2023: $249,5062023Assets 2024: $266,810Liabilities 2024: $0Net Assets 2024: $266,8102024

Highlighted filing

2016

Assets$241,212
Liabilities$0
Net Assets$241,212
Open 2016 Filing

Operations Trend

Revenue Growth47th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $20,352Expenses 2011: $14,786Net Income 2011: $5,5662011Revenue 2012: $125,712Expenses 2012: $31,775Net Income 2012: $93,9372012Revenue 2013: $17,751Expenses 2013: $36,451Net Income 2013: -$18,7002013Revenue 2014: $49,814Expenses 2014: $19,197Net Income 2014: $30,6172014Revenue 2015: $25,611Expenses 2015: $19,126Net Income 2015: $6,4852015Revenue 2016: $25,337Expenses 2016: $17,247Net Income 2016: $8,0902016Revenue 2017: $32,429Expenses 2017: $28,771Net Income 2017: $3,6582017Revenue 2018: $10,375Expenses 2018: $20,004Net Income 2018: -$9,6292018Revenue 2019: $31,576Expenses 2019: $21,403Net Income 2019: $10,1732019Revenue 2020: $26,034Expenses 2020: $21,653Net Income 2020: $4,3812020Revenue 2021: $21,953Expenses 2021: $19,496Net Income 2021: $2,4572021Revenue 2022: $34,669Expenses 2022: $21,999Net Income 2022: $12,6702022Revenue 2023: $32,277Expenses 2023: $44,438Net Income 2023: -$12,1612023Revenue 2024: $37,864Expenses 2024: $20,560Net Income 2024: $17,3042024

Highlighted filing

2016

Revenue$25,337
Expenses$17,247
Net Income$8,090
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEOFFREY W LEVYTrustee-$0--
ROBERTA MORSE LEVYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Levy Charitable Foundation
EIN
04-6860665
Phone
6179243200
Address
11 OAKCLIFF ROAD, WELLESLEY, MA 02481-1411

Signing Officer

Name
Geoffrey W Levy
Title
Trustee
Phone
6179243200
Signed
2017-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Blum Shapiro & Company Pc
Address
70 WELLS AVENUE SUITE 200, NEWTON, MA 02459
Preparer
Stephen E Bonder
Phone
6176410040
Raw XML Appendix312 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MARKETABLE SECURITIES
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt010299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt038507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1100346
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1107480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MARKETABLE SECURITIES
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011243
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011243
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011243
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011450
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0207
IRS990PF/DistributableAmountGrp/TotalTaxAmt0207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0207
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt087363
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0145129
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03487
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011450
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0229005
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0232492
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEOFFREY W LEVY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERTA MORSE LEVY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111 OAKCLIFF ROAD
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011243
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07252
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017976
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08181
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08181
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt079950
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07252
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017976
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025885
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024080
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04757
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt088131
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt083374
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0GEOFFREY W LEVY
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011 OAK CLIFF ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WELLESLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002181
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MASSACHUSETTS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
TaxesSchedule/TaxesDetail/Amt0212
TaxesSchedule/TaxesDetail/CategoryTxt0UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEOFFREY W LEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179243200
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEVY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEVY
ReturnHeader/Filer/EIN0046860665
ReturnHeader/Filer/PhoneNum06179243200
ReturnHeader/Filer/USAddress/AddressLine1Txt011 OAKCLIFF ROAD
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0024811411
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.200.120.74
ReturnHeader/FilingSecurityInformation/IPDt02017-03-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:37:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061009205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUM SHAPIRO & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 WELLS AVENUE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002459
ReturnHeader/PreparerPersonGrp/PhoneNum06176410040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN E BONDER
ReturnHeader/ReturnTs02017-03-08T14:00:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$241,212
Liabilities
$0
Net assets
$241,212
Revenue
$25,337
Expenses
$17,247
Net income
$8,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.38$0.21$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.32$0.44$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.35$0.22$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.22$0.19$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.26$0.22$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.32$0.21$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.10$0.20$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.32$0.29$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.25$0.17$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.26$0.19$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.50$0.19$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.18$0.36$0.19
2012Summary only. Only limited summary data is available for this year.$2.15$0.00$1.26$0.32$0.94
2011Summary only. Only limited summary data is available for this year.$1.21$0.00$0.20$0.15$0.06