Civic Intelligence

J B Levert Foundation Inc

990PF • Fiscal year 2020 • EIN 23-7450682

May 01, 2019 to Apr 30, 2020 • Filed on Mar 10, 2021

Organization Profile
P O Box 518Metairie, LA 70004

(504) 828-2950

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

Higher debt load relative to assets than 46% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.07x

Higher debt load relative to revenue than 61% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

15th percentile

-37%

Higher net margin than 15% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

36th percentile

-0.7%

Faster asset growth than 36% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

27%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$809,071

Down $5,614 (-0.7%) from 2019

Net Assets

Down

$806,601

Down $5,614 (-0.7%) from 2019

Liabilities

Flat

$2,470

Flat from 2019

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin15th percentile

Revenue

Up

$35,300

Up $7,464 (+27%) from 2019

Expenses

Up

$48,298

Up $391 (+0.8%) from 2019

Net Income

Up

-$12,998

Up $7,073 (+35%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $683,923Liabilities 2012: $0Net Assets 2012: $683,9232012Assets 2016: $662,761Liabilities 2016: $0Net Assets 2016: $662,7612016Assets 2017: $702,298Liabilities 2017: $0Net Assets 2017: $702,2982017Assets 2018: $755,810Liabilities 2018: $30Net Assets 2018: $755,7802018Assets 2019: $814,685Liabilities 2019: $2,470Net Assets 2019: $812,2152019Assets 2020: $809,071Liabilities 2020: $2,470Net Assets 2020: $806,6012020Assets 2021: $1,244,761Liabilities 2021: $2,470Net Assets 2021: $1,242,2912021Assets 2022: $1,026,077Liabilities 2022: $0Net Assets 2022: $1,026,0772022Assets 2023: $923,011Liabilities 2023: $366Net Assets 2023: $922,6452023Assets 2024: $1,080,159Liabilities 2024: $0Net Assets 2024: $1,080,1592024Assets 2025: $1,167,925Liabilities 2025: $15Net Assets 2025: $1,167,9102025

Highlighted filing

2020

Assets$809,071
Liabilities$2,470
Net Assets$806,601
Open 2020 Filing

Operations Trend

Revenue Growth79th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2012: $29,9342012Revenue 2016: $15,732Expenses 2016: $43,575Net Income 2016: -$27,8432016Revenue 2017: $35,176Expenses 2017: $44,183Net Income 2017: -$9,0072017Revenue 2018: $128,844Expenses 2018: $42,279Net Income 2018: $86,5652018Revenue 2019: $27,836Expenses 2019: $47,907Net Income 2019: -$20,0712019Revenue 2020: $35,300Expenses 2020: $48,298Net Income 2020: -$12,9982020Revenue 2021: $114,729Expenses 2021: $50,772Net Income 2021: $63,9572021Revenue 2022: $131,268Expenses 2022: $81,516Net Income 2022: $49,7522022Revenue 2023: $7,365Expenses 2023: $72,168Net Income 2023: -$64,8032023Revenue 2024: $35,183Expenses 2024: $62,004Net Income 2024: -$26,8212024Revenue 2025: $107,638Expenses 2025: $63,070Net Income 2025: $44,5682025

Highlighted filing

2020

Revenue$35,300
Expenses$48,298
Net Income-$12,998
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Mar 10, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE C LEGIERDirector-$0--
GABRIELLE LAMAR BROWNDirector-$0--
PAMELA S TAPIESecretary-$0--
ELIZABETH R SCHOTTDirector-$0--
ANNE LEE LEVERTPresident-$0--
KATHERINE S EMERYDirector-$0--
ELIZABETH C DOBERDirector-$0--
EDWARD C LEVERTVice President Farming Ope-$0--
WINSTON LEVERT GOULASDirector-$0--
STEPHANIE MARIE LEVERTDirector-$0--
Filing and Contact Details

Filer

Filer Name
J B Levert Foundation
EIN
23-7450682
Phone
5048282950
Address
P O BOX 518, METAIRIE, LA 70004

Signing Officer

Name
Pam Tapie
Title
Officer
Phone
5048282950
Signed
2021-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Laporte Apac
Address
111 VETERANS MEMORIAL BLVD 600, METAIRIE, LA 70005-4958
Preparer
John S Wiles CPA
Phone
5048355522
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt041000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt041000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09335
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09335
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12998
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0211652
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt021063
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt023226
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04902
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06906
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06906
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0266
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0392
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt041000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07172
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt048298
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt030398
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt035300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07172
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0190589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt021063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt021063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0211652
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY CAPITAL GAINS ACCT XX034128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt021063
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12998
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt07384
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0806601
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0812215
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0806601
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt044596
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt039694
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt044596
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt039926
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt04902
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0232
IRS990PF/DistributableAmountGrp/TotalTaxAmt0232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01816
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01816
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02048
IRS990PF/FMVAssetsEOYAmt0809071
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02470
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02470
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01777
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06678
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06678
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0771421
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0778739
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0778739
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02440
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02048
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02048
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0812215
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0806601
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt039047
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt021606
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt021606
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0814685
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0809071
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0809071
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02470
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02470
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0814685
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0809071
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0812215
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0806601
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0810670
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08760
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0801910
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012160
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt039926
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0798510
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0810670
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JANE C LEGIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GABRIELLE LAMAR BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PAMELA S TAPIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH R SCHOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ANNE LEE LEVERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5KATHERINE S EMERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ELIZABETH C DOBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7EDWARD C LEVERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8WINSTON LEVERT GOULAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9STEPHANIE MARIE LEVERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$809,071
Liabilities
$2,470
Net assets
$806,601
Revenue
$35,300
Expenses
$48,298
Net income
-$12,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.11$0.06$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.04$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.01$0.07$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.13$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.11$0.05$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.04$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.03$0.05$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.13$0.04$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.04$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.02$0.04$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.03