Civic Intelligence

Lewis Family Trust

EIN 22-6885462 • Palm Beach, FL

100 Sunrise Ave Ste 408EPalm Beach, FL 33480
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

56th percentile

8.8%

Higher net margin than 56% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$71,776

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

37th percentile

0.8%

Faster asset growth than 37% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

64%

Faster revenue growth than 86% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,678,128

Up $84,785 (+0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$10,678,128

Up $84,785 (+0.8%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin56th percentile

Revenue

Up

$966,819

Up $378,982 (+64%) from 2023

Expenses

Down

$882,034

Down $8,360 (-0.9%) from 2023

Net Income

Up

$84,785

Up $387,342 (+128%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $13,560,638Liabilities 2011: $02011Assets 2012: $13,109,358Liabilities 2012: $02012Assets 2013: $12,635,341Liabilities 2013: $02013Assets 2014: $12,326,941Liabilities 2014: $0Net Assets 2014: $12,326,9412014Assets 2015: $12,263,776Liabilities 2015: $0Net Assets 2015: $12,263,7762015Assets 2016: $12,096,265Liabilities 2016: $0Net Assets 2016: $12,096,2652016Assets 2017: $11,959,761Liabilities 2017: $0Net Assets 2017: $11,959,7612017Assets 2018: $11,805,233Liabilities 2018: $0Net Assets 2018: $11,805,2332018Assets 2019: $11,598,541Liabilities 2019: $0Net Assets 2019: $11,598,5412019Assets 2020: $11,354,850Liabilities 2020: $0Net Assets 2020: $11,354,8502020Assets 2021: $11,349,451Liabilities 2021: $0Net Assets 2021: $11,349,4512021Assets 2022: $10,895,900Liabilities 2022: $0Net Assets 2022: $10,895,9002022Assets 2023: $10,593,343Liabilities 2023: $0Net Assets 2023: $10,593,3432023Assets 2024: $10,678,128Liabilities 2024: $0Net Assets 2024: $10,678,1282024

Highlighted filing

2024

Assets$10,678,128
Liabilities$0
Net Assets$10,678,128
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $784,806Expenses 2011: $732,022Net Income 2011: $52,7842011Revenue 2012: $389,660Expenses 2012: $840,940Net Income 2012: -$451,2802012Revenue 2013: $378,202Expenses 2013: $852,219Net Income 2013: -$474,0172013Revenue 2014: $566,535Expenses 2014: $874,935Net Income 2014: -$308,4002014Revenue 2015: $793,684Expenses 2015: $856,849Net Income 2015: -$63,1652015Revenue 2016: $663,164Expenses 2016: $830,675Net Income 2016: -$167,5112016Revenue 2017: $673,223Expenses 2017: $809,727Net Income 2017: -$136,5042017Revenue 2018: $674,992Expenses 2018: $829,520Net Income 2018: -$154,5282018Revenue 2019: $754,652Expenses 2019: $961,344Net Income 2019: -$206,6922019Revenue 2020: $755,849Expenses 2020: $833,053Net Income 2020: -$77,2042020Revenue 2021: $909,877Expenses 2021: $915,276Net Income 2021: -$5,3992021Revenue 2022: $458,004Expenses 2022: $911,555Net Income 2022: -$453,5512022Revenue 2023: $587,837Expenses 2023: $890,394Net Income 2023: -$302,5572023Revenue 2024: $966,819Expenses 2024: $882,034Net Income 2024: $84,7852024

Highlighted filing

2024

Revenue$966,819
Expenses$882,034
Net Income$84,785
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,678,128
Liabilities
$0
Net assets
$10,678,128
Revenue
$966,819
Expenses
$882,034
Net income
$84,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.97$0.88$0.08
2023Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.59$0.89$0.30
2022Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.46$0.91$0.45
2021Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.91$0.92$0.01
2020Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.76$0.83$0.08
2019Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.75$0.96$0.21
2018Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.67$0.83$0.15
2017Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.67$0.81$0.14
2016Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.66$0.83$0.17
2015Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.79$0.86$0.06
2014Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.57$0.87$0.31
2013Summary only. Only limited summary data is available for this year.$12.6$0.00$0.38$0.85$0.47
2012Summary only. Only limited summary data is available for this year.$13.1$0.00$0.39$0.84$0.45
2011Summary only. Only limited summary data is available for this year.$13.6$0.00$0.78$0.73$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY LEVYTrusteePT$71,776-$71,776
WENDY LEVYTrusteePT$8,742-$8,742
Filing and Contact Details

Filer

Filer Name
Lewis Family Trust
EIN
22-6885462
In Care Of
% LARRY LEVY
Phone
2017550886
Address
100 SUNRISE AVE STE 408E, PALM BEACH, FL 33480

Signing Officer

Name
Larry Levy
Title
Trustee
Phone
2017550886
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Mach & Associates CPA PA
Address
29 Main Ave, Elmwood Park, NJ 07407
Preparer
Leonard Kaplan
Phone
2017978338
Raw XML AppendixShowing 400 of 507 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt19NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt22NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt25NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 7410310
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd21FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd23FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd24PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd25NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060674
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333418
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd633020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd808701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd910036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1007866
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1110001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1210024

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