Civic Intelligence

Anna Sobol Levy Foundation Inc Attn Mark H Adelson

990PF • Fiscal year 2014 • EIN 13-3388647

Jan 01, 2014 to Dec 31, 2014 • Filed on May 04, 2015

21-25 34th AvenueLong Island City, NY 11106

(718) 726-1633

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

13th percentile

-30%

Higher net margin than 13% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

69th percentile

7.6%

Faster asset growth than 69% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

30th percentile

-4.4%

Faster revenue growth than 30% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$3,385,403

Up $238,890 (+7.6%) from 2013

Net Assets

$3,385,403

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$113,354

Down $5,248 (-4.4%) from 2013

Expenses

Up

$147,440

Up $47,089 (+47%) from 2013

Net Income

Down

-$34,086

Down $52,337 (-287%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,561,169Liabilities 2011: $02011Assets 2012: $2,694,230Liabilities 2012: $02012Assets 2013: $3,146,513Liabilities 2013: $02013Assets 2014: $3,385,403Liabilities 2014: $0Net Assets 2014: $3,385,4032014Assets 2015: $3,308,408Liabilities 2015: $0Net Assets 2015: $3,308,4082015Assets 2016: $3,393,557Liabilities 2016: $0Net Assets 2016: $3,393,5572016Assets 2017: $3,667,305Liabilities 2017: $0Net Assets 2017: $3,667,3052017Assets 2018: $3,344,346Liabilities 2018: $0Net Assets 2018: $3,344,3462018Assets 2019: $3,944,863Liabilities 2019: $0Net Assets 2019: $3,944,8632019Assets 2020: $4,059,689Liabilities 2020: $0Net Assets 2020: $4,059,6892020Assets 2021: $4,623,585Liabilities 2021: $0Net Assets 2021: $4,623,5852021Assets 2022: $3,932,839Liabilities 2022: $0Net Assets 2022: $3,932,8392022Assets 2023: $4,292,876Liabilities 2023: $0Net Assets 2023: $4,292,8762023Assets 2024: $4,857,273Liabilities 2024: $0Net Assets 2024: $4,857,2732024

Highlighted filing

2014

Assets$3,385,403
Liabilities$0
Net Assets$3,385,403

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $96,914Expenses 2011: $84,746Net Income 2011: $12,1682011Revenue 2012: $101,596Expenses 2012: $118,028Net Income 2012: -$16,4322012Revenue 2013: $118,602Expenses 2013: $100,351Net Income 2013: $18,2512013Revenue 2014: $113,354Expenses 2014: $147,440Net Income 2014: -$34,0862014Revenue 2015: $80,111Expenses 2015: $195,786Net Income 2015: -$115,6752015Revenue 2016: $134,032Expenses 2016: $194,429Net Income 2016: -$60,3972016Revenue 2017: $166,533Expenses 2017: $195,427Net Income 2017: -$28,8942017Revenue 2018: $211,170Expenses 2018: $214,453Net Income 2018: -$3,2832018Revenue 2019: $162,710Expenses 2019: $176,584Net Income 2019: -$13,8742019Revenue 2020: $115,559Expenses 2020: $225,946Net Income 2020: -$110,3872020Revenue 2021: $168,384Expenses 2021: $219,906Net Income 2021: -$51,5222021Revenue 2022: $113,991Expenses 2022: $230,396Net Income 2022: -$116,4052022Revenue 2023: $274,232Expenses 2023: $209,873Net Income 2023: $64,3592023Revenue 2024: $160,460Expenses 2024: $207,100Net Income 2024: -$46,6402024

Highlighted filing

2014

Revenue$113,354
Expenses$147,440
Net Income-$34,086
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 4, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK H ADELSONChairman/Treas.-$0--
HERBERT L FINKELSTEIN ESQSecretary & Director-$0--
GEOFFREY H BARKERV-Pres., & Director-$0--
ROBERT R TOMESV-Pres. & Director-$0--
JON D GROSSMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Anna Sobol Levy Foundation Inc
EIN
13-3388647
Phone
7187261633
Address
21-25 34TH AVENUE, LONG ISLAND CITY, NY 11106

Signing Officer

Name
Mark H Adelson
Title
Chairman/Treas.
Signed
2015-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Penn Plaza Tax Prep Assoc
Address
363 7TH AVENUE 18TH FLOOR, NEW YORK, NY 10001
Preparer
Nathen T Schwitzer CPA
Phone
2126290221
Raw XML Appendix330 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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AccountingFeesSchedule/AccountingFeesDetail/Amt05820
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING, BOOKKEEPING, TAX PREPARATION
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05820
CashDeemedCharitableExplnStmt/ShortExplanationTxt0THE $124,000. AMOUNT APPROXIMATES THE TWO YEAR AVERAGE OF ACTUAL, REASONABLE CASH BALANCES NECESSARY TO COVER CURRENT ADMINISTRATIVE EXPENSES AND OTHER NORMAL AND CURRENT DISBURSEMENTS DIRECTLY CONNECTED WITH THE ORGANIZATION FULFILLING ITS CHARITABLE PURPOSES REQUIRED.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FORM 990-PF, PART II, STATEMENT ATTACHED TO AND MADE PART OF: FOUNDATION'S BALANCE SHEET - ASSETS, LIABILITIES, FUND BALANCES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK H ADELSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chairman/Treas.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary & DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2V-PRES., & DIR.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3V-PRES. & DIR.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt021-25 34TH AVESUITE 4D
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LONG ISLAND CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0111064310
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARK H ADELSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum07187261633
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.annasobollevyfoundat
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE FORM 990-PF, PART XV, SUPPLEMENTARY INFORMATIONTHE HEBREW UNIVERSITY OF JERUSALEM- THE ROTHBERG INTERNATIONAL SCHOOL
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0SEE FORM 990-PF, PART XV, SUPPLEMENTARY INFORMATIONTHE AMERICAN FRIENDS OF IDC-HERZLIYA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt051000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt051000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ACCOMPLISH ITS EXEMPT PURPOSE FOR WHICH IT WAS FORMED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO ACCOMPLISH ITS EXEMPT PURPOSE FOR WHICH IT WAS FORMED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HEBREW UNIV OF JERUSALEM-ROTHBERG I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1AMERICAN FRIENDS OF IDC - HERZLIYA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ONE BATTERY PARK PLAZA 25TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1116 EAST 16TH STREET 11TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110003
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt076000
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/AppliedToYear1Amt097069
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0155280
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt097069
IRS990PF/UndistributedIncomeGrp/Taxable2Amt042020
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0155280
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0139089
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt05000
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt05000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Net Intangible Assets
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1WEBSITE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt022500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt022500
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE & DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE & LOCAL- ANNUAL FILING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3WEBSITE HOSTING & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt068
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1113
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3960
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt068
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3960
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt026654
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026654
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY & MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026654
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt012513
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1384
TaxesSchedule/TaxesDetail/Amt012513
TaxesSchedule/TaxesDetail/Amt1384
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt012513
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1384
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK H ADELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman/Treas.
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA SOBOL LEVY FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ATTN MARK H ADELSON
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0133388647
ReturnHeader/Filer/PhoneNum07187261633
ReturnHeader/Filer/USAddress/AddressLine1Txt021-25 34TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0LONG ISLAND CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011106
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PENN PLAZA TAX PREP ASSOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0363 7TH AVENUE 18TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02126290221
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHEN T SCHWITZER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-04T07:29:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.16$0.21$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.27$0.21$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.11$0.23$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.17$0.22$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.12$0.23$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.16$0.18$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.21$0.21$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.17$0.20$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.13$0.19$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.08$0.20$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.11$0.15$0.03
2013Summary only. Only limited summary data is available for this year.$3.15$0.00$0.12$0.10$0.02
2012Summary only. Only limited summary data is available for this year.$2.69$0.00$0.10$0.12$0.02
2011Summary only. Only limited summary data is available for this year.$2.56$0.00$0.10$0.08$0.01