Civic Intelligence

Levy Foundation Ltd

990PF • Fiscal year 2015 • EIN 23-7026533

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

27th percentile

-9.5%

Faster asset growth than 27% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$61,879

Down $6,510 (-9.5%) from 2014

Net Assets

Down

$61,879

Down $6,510 (-9.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin21st percentile

Revenue

Down

$40,000

Down $10,000 (-20%) from 2014

Expenses

Up

$46,510

Up $11,350 (+32%) from 2014

Net Income

Down

-$6,510

Down $21,350 (-144%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2015

Assets$61,879
Liabilities$0
Net Assets$61,879
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

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

2015

Revenue$40,000
Expenses$46,510
Net Income-$6,510
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th 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
2016-05-16
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 Appendix281 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/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt071298
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt071298
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0198260
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046260
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt050000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt047000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046260
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046260
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0269558
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0223298
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DONALD LEVY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1LOWELL LEVY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01115 ELM ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11117 ELM ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CEDARBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CEDARBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053012
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd153012
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt120000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD LEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEVY FOUNDATION LTD
ReturnHeader/Filer/BusinessNameControlTxt0LEVY
ReturnHeader/Filer/EIN0237026533
ReturnHeader/Filer/PhoneNum02623775555
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 127
ReturnHeader/Filer/USAddress/CityNm0CEDARBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONAHUE & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02134 WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAFTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0530240128
ReturnHeader/PreparerPersonGrp/PhoneNum02623751900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael D Donahue
ReturnHeader/ReturnTs02016-05-16T09:44:10-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,879
Liabilities
$0
Net assets
$61,879
Revenue
$40,000
Expenses
$46,510
Net income
-$6,510
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