Civic Intelligence

Charles Levy Foundation

990PF • Fiscal year 2023 • EIN 22-6076221

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
19 Greenwood AvenueLawrenceville, NJ 08648

(609) 731-7793

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

8th percentile

-111%

Higher net margin than 8% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

33rd percentile

-8.1%

Faster asset growth than 33% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-55%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$88,572

Down $7,789 (-8.1%) from 2022

Net Assets

Down

$88,572

Down $7,789 (-8.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin8th percentile

Revenue

Down

$7,034

Down $8,522 (-55%) from 2022

Expenses

Down

$14,823

Down $5,164 (-26%) from 2022

Net Income

Down

-$7,789

Down $3,358 (-76%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2023

Assets$88,572
Liabilities$0
Net Assets$88,572
Open 2023 Filing

Operations Trend

Revenue Growth11th 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

2023

Revenue$7,034
Expenses$14,823
Net Income-$7,789
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel LesserTrustee-$0--
Paul G LevyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles Levy Foundation
EIN
22-6076221
Phone
6097317793
Address
19 Greenwood Avenue, Lawrenceville, NJ 08648

Signing Officer

Name
Paul G Levy
Title
Trustee
Signed
2024-05-15
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 Appendix316 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/PersonNm0Rachel Lesser
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Paul G Levy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0201 Log Pond Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119 Greenwood Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Newtown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Lawrenceville
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Paul G Levy
IRS990PF/StatementsRegardingActyGrp/PhoneNum06097317793
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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/GrantOrContributionPurposeTxt1To carry out charitable purpose of organization.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To carry out charitable purpose of organization.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3To carry outcharitablepurpose oforganization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4To carry out charitable purpose of organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5To carry out charitable purpose of organization
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Har Sinai
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2The Lawrenceville School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Friends of Princeton Fencing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4International Rescue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Charley's Fund
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12411 Pennington Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 6125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3103 Dillon Gym
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 6068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5635 Main Street Suite 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6State Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Ewing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Pennington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Lawrenceville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Princeton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Albert Lea
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Great Barrington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6West Tisbury
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008628
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108534
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd208648
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd308540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd456007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd501230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602568
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011420
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/ExcessDistributionCyovYr1Amt07168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06446
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04430
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07553
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07553
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt043499
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013420
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06446
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04430
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012035
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013420
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013420
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt051052
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037632
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01197
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01197
TaxesSchedule/TaxesDetail/Amt0196
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0196
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul G Levy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charles Levy Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0226076221
ReturnHeader/Filer/PhoneNum06097317793
ReturnHeader/Filer/USAddress/AddressLine1Txt019 Greenwood Avenue
ReturnHeader/Filer/USAddress/CityNm0Lawrenceville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008648
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-05-15T09:51:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Paul G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Levy
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,572
Liabilities
$0
Net assets
$88,572
Revenue
$7,034
Expenses
$14,823
Net income
-$7,789
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