Civic Intelligence

Levy Foundation Ltd

990PF • Fiscal year 2014 • EIN 23-7026533

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 14, 2015

Organization Profile
PO Box 127Cedarburg, WI 53012

(262) 377-5555

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$68,389

Up $14,635 (+27%) from 2012

Net Assets

Up

$68,389

Up $14,635 (+27%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin83rd percentile

Revenue

$50,000

No earlier filing loaded for comparison.

Expenses

Down

$35,160

Down $12,045 (-26%) from 2012

Net Income

$14,840

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$80K$60K$40K$20K$0Assets 2011: $60,959Liabilities 2011: $0Net Assets 2011: $60,9592011Assets 2012: $53,754Liabilities 2012: $0Net Assets 2012: $53,7542012Assets 2014: $68,389Liabilities 2014: $0Net Assets 2014: $68,3892014Assets 2015: $61,879Liabilities 2015: $0Net Assets 2015: $61,8792015Assets 2017: $39,486Liabilities 2017: $0Net Assets 2017: $39,4862017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2014

Assets$68,389
Liabilities$0
Net Assets$68,389
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2011: $20,8202011Expenses 2012: $47,2052012Revenue 2014: $50,000Expenses 2014: $35,160Net Income 2014: $14,8402014Revenue 2015: $40,000Expenses 2015: $46,510Net Income 2015: -$6,5102015Revenue 2017: $30,000Expenses 2017: $50,564Net Income 2017: -$20,5642017Revenue 2018: $0Expenses 2018: $39,486Net Income 2018: -$39,4862018

Highlighted filing

2014

Revenue$50,000
Expenses$35,160
Net Income$14,840
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOWELL K LEVYDirector-$0--
DONALD LEVYDirector-$0--
H BEN LEVYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Levy Foundation Ltd
EIN
23-7026533
Phone
2623775555
Address
PO BOX 127, CEDARBURG, WI 53012

Signing Officer

Name
Donald Levy
Title
Director
Signed
2015-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Donahue & Associates LLC
Address
2134 WISCONSIN AVE, GRAFTON, WI 53024-0128
Preparer
Michael D Donahue
Phone
2623751900
Raw XML Appendix249 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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ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/PreparerPersonGrp/PhoneNum02623751900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael D Donahue
ReturnHeader/ReturnTs02015-10-14T12:53:40-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,389
Liabilities
$0
Net assets
$68,389
Revenue
$50,000
Expenses
$35,160
Net income
$14,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$39.5$39.5
2017Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$30.0$50.6$20.6
2015Detailed filing. Detailed filing data is available for this year.$61.9$0.00$61.9$40.0$46.5$6.51
2014Detailed filing. Detailed filing data is available for this year.$68.4$0.00$68.4$50.0$35.2$14.8
2012Detailed filing. Detailed filing data is available for this year.$53.8$0.00$53.8$47.2
2011Detailed filing. Detailed filing data is available for this year.$61.0$0.00$61.0$20.8