Civic Intelligence

Charles Levy Foundation

990PF • Fiscal year 2020 • EIN 22-6076221

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization Profile
One Alton RoadYardley, PA 19067

(609) 844-7900

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

77th percentile

28%

Higher net margin than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

-6.5%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$103,380

Down $11,584 (-10%) from 2019

Net Assets

Down

$103,380

Down $11,584 (-10%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin77th percentile

Revenue

Down

$22,554

Down $1,569 (-6.5%) from 2019

Expenses

Down

$16,168

Down $6,014 (-27%) from 2019

Net Income

Up

$6,386

Up $4,445 (+229%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$150K$100K$50K$0Assets 2011: $113,543Liabilities 2011: $02011Assets 2012: $108,879Liabilities 2012: $02012Assets 2013: $109,030Liabilities 2013: $02013Assets 2014: $113,942Liabilities 2014: $02014Assets 2015: $115,166Liabilities 2015: $02015Assets 2017: $114,563Liabilities 2017: $0Net Assets 2017: $114,5632017Assets 2018: $113,023Liabilities 2018: $0Net Assets 2018: $113,0232018Assets 2019: $114,964Liabilities 2019: $0Net Assets 2019: $114,9642019Assets 2020: $103,380Liabilities 2020: $0Net Assets 2020: $103,3802020Assets 2021: $100,792Liabilities 2021: $0Net Assets 2021: $100,7922021Assets 2022: $96,361Liabilities 2022: $0Net Assets 2022: $96,3612022Assets 2023: $88,572Liabilities 2023: $0Net Assets 2023: $88,5722023Assets 2024: $85,526Liabilities 2024: $2,150Net Assets 2024: $83,3762024

Highlighted filing

2020

Assets$103,380
Liabilities$0
Net Assets$103,380
Open 2020 Filing

Operations Trend

Revenue Growth57th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $14,254Expenses 2011: $21,264Net Income 2011: -$7,0102011Revenue 2012: $15,582Expenses 2012: $20,246Net Income 2012: -$4,6642012Revenue 2013: $17,927Expenses 2013: $17,776Net Income 2013: $1512013Revenue 2014: $19,689Expenses 2014: $15,136Net Income 2014: $4,5532014Revenue 2015: $16,865Expenses 2015: $15,641Net Income 2015: $1,2242015Revenue 2017: $22,768Expenses 2017: $17,594Net Income 2017: $5,1742017Revenue 2018: $15,786Expenses 2018: $17,475Net Income 2018: -$1,6892018Revenue 2019: $24,123Expenses 2019: $22,182Net Income 2019: $1,9412019Revenue 2020: $22,554Expenses 2020: $16,168Net Income 2020: $6,3862020Revenue 2021: $18,462Expenses 2021: $21,024Net Income 2021: -$2,5622021Revenue 2022: $15,556Expenses 2022: $19,987Net Income 2022: -$4,4312022Revenue 2023: $7,034Expenses 2023: $14,823Net Income 2023: -$7,7892023Revenue 2024: $2,928Expenses 2024: $8,124Net Income 2024: -$5,1962024

Highlighted filing

2020

Revenue$22,554
Expenses$16,168
Net Income$6,386
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James A LevyTrustee-$0--
Paul G LevyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles Levy Foundation
EIN
22-6076221
Phone
6098447900
Address
One Alton Road, Yardley, PA 19067

Signing Officer

Name
James A Levy
Title
Trustee
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Susan M Mazzella CPA LLC
Address
3817 Crosswicks Hamilton Square Rd, Hamilton, NJ 08691
Preparer
Susan Mazzella
Phone
6092598040
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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Morgan Stanley -Various Short Term Sales
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James A Levy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Paul G Levy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0One Alton Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119 Greenwood Avenue
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Lawrenceville
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0James A Levy
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The foundation does not plan to make grants to individuals and organizations considered to be "private foundations".
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Greenwood House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Har Sinai
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2The Jewish Federation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3University of Pennsylvania
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Middlebury College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Martha's Vineyard Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Princeton University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Trenton Area Soup Kitchen
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt053 Walter Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12411 Pennington Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24 Princess Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33451 Walnut Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4700 Exchange Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 1477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61 Nassau Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 872
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Ewing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Pennington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Lawrenceville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Pliladelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Middlebury
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Oak Bluffs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Princeton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Trenton
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008628
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108534
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd208648
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd405753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502557
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd608544
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd708605
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013040
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/AppliedToCurrentYearAmt010410
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014310
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014310
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt066923
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04430
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012035
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07553
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026465
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014840
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04430
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt081233
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt076803
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt017970
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Book/tax valuation difference
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01091
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01091
TaxesSchedule/TaxesDetail/Amt0230
TaxesSchedule/TaxesDetail/Amt17
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0230
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt17
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James A Levy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charles Levy Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0226076221
ReturnHeader/Filer/PhoneNum06098447900
ReturnHeader/Filer/USAddress/AddressLine1Txt0One Alton Road
ReturnHeader/Filer/USAddress/CityNm0Yardley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203959200
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan M Mazzella CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03817 Crosswicks Hamilton Square Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hamilton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008691
ReturnHeader/PreparerPersonGrp/PhoneNum06092598040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan Mazzella
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-10T01:58:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0James A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Levy
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,380
Liabilities
$0
Net assets
$103,380
Revenue
$22,554
Expenses
$16,168
Net income
$6,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.86$0.02$0.83$0.03$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07$0.15$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.16$0.20$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.18$0.21$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.23$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.24$0.22$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.16$0.17$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.23$0.18$0.05
2015Summary only. Only limited summary data is available for this year.$1.15$0.00$0.17$0.16$0.01
2014Summary only. Only limited summary data is available for this year.$1.14$0.00$0.20$0.15$0.05
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$0.18$0.18$0.00
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.16$0.20$0.05
2011Summary only. Only limited summary data is available for this year.$1.14$0.00$0.14$0.21$0.07