Civic Intelligence

J B Levert Foundation Inc

990PF • Fiscal year 2022 • EIN 23-7450682

May 01, 2021 to Apr 30, 2022 • Filed on Sep 13, 2022

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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

82nd percentile

38%

Higher net margin than 82% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

9th percentile

-18%

Faster asset growth than 9% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

14%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,026,077

Down $218,684 (-18%) from 2021

Net Assets

Down

$1,026,077

Down $216,214 (-17%) from 2021

Liabilities

Down

$0

Down $2,470 (-100%) from 2021

Revenue

Up

$131,268

Up $16,539 (+14%) from 2021

Expenses

Up

$81,516

Up $30,744 (+61%) from 2021

Net Income

Down

$49,752

Down $14,205 (-22%) from 2021

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

2022

Assets$1,026,077
Liabilities$0
Net Assets$1,026,077

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

2022

Revenue$131,268
Expenses$81,516
Net Income$49,752
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Sep 13, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GABRIELLE LAMAR BROWNDirector-$0--
PAMELA S TAPIESecretary-$0--
ELIZABETH R SCHOTTPresident-$0--
KATHERINE S EMERYDirector-$0--
ELIZABETH C DOBERDirector-$0--
EDWARD C LEVERTDirector-$0--
WINSTON LEVERT GOULASDirector-$0--
STEPHANIE MARIE LEVERTDirector-$0--
JULIE KAHLE DOMINGUEDirector-$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
2022-09-13
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76GRAB HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79OSHKOSH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PELOTON INTERACTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81RIVIAN AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SEA LIMITED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83UPSTART HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84XCEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85ZOOMINFO TECHNOLOGIES INC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt012208
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0119060
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0131268
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0131268
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0119060
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt069725
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt069725
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012208
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012208
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt049752
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0336828
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0119060
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0120780
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010328
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010328
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0160
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01463
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt069725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010488
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt081516
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0131268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0131268
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010488
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0217768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0119060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0119060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0336828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY CAPITAL GAINS ACCT XX034128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0119060
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt049752
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0265966
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01292043
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01242291
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01026077
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt059598
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt059598
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt059598
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt061277
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01679
IRS990PF/DistributableAmountGrp/TotalTaxAmt01679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01480
IRS990PF/FMVAssetsEOYAmt01026077
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02470
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06678
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05481
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05481
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01190828
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0965010
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0965010
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01463
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01463
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01463
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01242291
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01026077
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt045792
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt054123
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt054123
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01244761
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01026077
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01026077
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02470
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01244761
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01026077
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01242291
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01026077
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012212
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01232000
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018663
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt061277
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01225549
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01244212
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/CompensationAmt00
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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/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/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20

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