Civic Intelligence

J B Levert Foundation Inc

990PF • Fiscal year 2021 • EIN 23-7450682

May 01, 2020 to Apr 30, 2021 • Filed on Sep 15, 2021

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

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

45th percentile

0.02x

Higher debt load relative to revenue than 45% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

86th percentile

56%

Higher net margin than 86% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

77th percentile

24%

Faster asset growth than 77% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2019 to 2021

Revenue Growth

84th percentile

103%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2019 to 2021

Assets

Up

$1,244,761

Up $435,690 (+54%) from 2020

Net Assets

Up

$1,242,291

Up $435,690 (+54%) from 2020

Liabilities

Flat

$2,470

Flat from 2020

Revenue

Up

$114,729

Up $79,429 (+225%) from 2020

Expenses

Up

$50,772

Up $2,474 (+5.1%) from 2020

Net Income

Up

$63,957

Up $76,955 (+592%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$1,244,761
Liabilities$2,470
Net Assets$1,242,291

Operations Trend

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

2021

Revenue$114,729
Expenses$50,772
Net Income$63,957
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Sep 15, 2021
Return Version
2020v4.1
Compensation and Service Providers

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-$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
2021-09-15
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/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt010607
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0104122
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0114729
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0114729
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0104122
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010607
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010607
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt063957
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0293923
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0104122
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0104009
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010540
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010540
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0180
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0232
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010720
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt050772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0114729
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0114729
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010720
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0189801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0104122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0104122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0293923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY CAPITAL GAINS ACCT XX034128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0104122
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt063957
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0353
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0372086
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01242644
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0806601
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01242291
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt050613
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt050613
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt050613
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt052059
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01446
IRS990PF/DistributableAmountGrp/TotalTaxAmt01446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01463
IRS990PF/FMVAssetsEOYAmt01244761
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02470
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02470
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06678
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06678
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06678
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0778739
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01190828
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01190828
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02048
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01463
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01463
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0806601
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01242291
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt021606
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt045792
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt045792
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0809071
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01244761
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01244761
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02470
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02470
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0809071
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01244761
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0806601
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01242291
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01057025
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt019660
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01037365
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015855
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt052059
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01041170
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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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

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