Civic Intelligence

Alan & Marsha Levy Charitable Foundation Inc

EIN 26-1556590 • Fort Lauderdale, FL

75 Royal Palm DriveFort Lauderdale, FL 33301
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

47th percentile

3.2%

Higher net margin than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2021

Asset Growth

41st percentile

0.2%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

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

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$1,584,234

Down $28,716 (-1.8%) from 2023

Liabilities

Down

$0

Down $20,000 (-100%) from 2023

Net Assets

Down

$1,584,234

Down $8,716 (-0.5%) from 2023

Revenue

Up

$55,911

Up $76,071 (+377%) from 2023

Expenses

Down

$64,627

Down $3,232 (-4.8%) from 2023

Net Income

Up

-$8,716

Up $79,303 (+90%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2020: $1,661,957Liabilities 2020: $0Net Assets 2020: $1,661,9572020Assets 2021: $1,677,925Liabilities 2021: $0Net Assets 2021: $1,677,9252021Assets 2022: $1,680,969Liabilities 2022: $0Net Assets 2022: $1,680,9692022Assets 2023: $1,612,950Liabilities 2023: $20,000Net Assets 2023: $1,592,9502023Assets 2024: $1,584,234Liabilities 2024: $0Net Assets 2024: $1,584,2342024

Latest loaded filing

2024

Assets$1,584,234
Liabilities$0
Net Assets$1,584,234

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2020: $1,198,590Expenses 2020: $59,542Net Income 2020: $1,139,0482020Revenue 2021: $84,844Expenses 2021: $68,876Net Income 2021: $15,9682021Revenue 2022: $96,356Expenses 2022: $93,312Net Income 2022: $3,0442022Revenue 2023: -$20,160Expenses 2023: $67,859Net Income 2023: -$88,0192023Revenue 2024: $55,911Expenses 2024: $64,627Net Income 2024: -$8,7162024

Latest loaded filing

2024

Revenue$55,911
Expenses$64,627
Net Income-$8,716

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Jan 30, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marsha O LevyPresidentPT$0--
Eric L LevyVP/DirectorPT$0--
Hope L EvansVP/DirectorPT$0--
Bonnie L SchweigerVP/DirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCommunity Foundation of BrowardGeneralPCFort Lauderdale, FL, US$25,000
Paid GrantHandy IncGeneralPCFort Lauderdale, FL, US$11,000
Paid GrantBroward Center for the Performing ArtsGeneralPCFort Lauderdale, FL, US$10,000
Paid GrantUnited Way of Broward CountyGeneralPCFort Lauderdale, FL, US$10,000
Paid GrantDowntown Jewish Center ChabadGeneralPCFort Lauderdale, FL, US$9,112
Paid GrantJAFCOGeneralPCSunrise, FL, US$5,580
Paid GrantJewish Federation of Broward CountyGeneralPCDavie, FL, US$5,500
Paid GrantFlorida Atlantic Univ FoundationGeneralPCBoca Raton, FL, US$5,000
Paid GrantSylvester Cancer CenterGeneralPCFort Lauderdale, FL, US$5,000
Paid GrantJewish Family Services of Broward CountyGeneralPCDavie, FL, US$4,075
Paid GrantJack and Jill CenterGeneralPCFort Lauderdale, FL, US$2,000
Paid GrantAmerican Friends of Magen David AdomGeneralPCNew York, NY, US$1,800
Paid GrantFunding Arts BrowardGeneralPCFort Lauderdale, FL, US$1,500
Paid GrantBrigham & Womens HospitalGeneralPCBoston, MA, US$1,000
Paid GrantChildren's Diagnostic and Treatment CtrGeneralPCFort Lauderdale, FL, US$1,000
Paid GrantDana Farber Cancer InstituteGeneralPCBoston, MA, US$1,000
Paid GrantFriends of Israel Defense ForcesGeneralPCNew York, NY, US$1,000
Paid GrantJewish National FundGeneralPCNew York, NY, US$1,000
Paid GrantSpringer SchoolGeneralPCCincinnati, OH, US$1,000
Paid GrantUrban League of Broward CountyGeneralPCFort Lauderdale, FL, US$1,000
Paid GrantWomen in DistressGeneralPCLighthouse Point, FL, US$1,000
Paid GrantAmerican Jewish CommitteeGeneralPCNew York, NY, US$500
Paid GrantAnti Defamation LeagueGeneralPCNew York, NY, US$500
Paid GrantBroward Partnership for the HomelessGeneralPCFort Lauderdale, FL, US$500
Paid GrantChildren's HarborGeneralPCPembroke Pines, FL, US$500
Paid GrantFLHS Half Century AlumniGeneralPCPompano Beach, FL, US$500
Paid GrantNSU Alvin Sherman LibraryGeneralPCDavie, FL, US$500
Paid GrantUnited States Holocaust MuseumGeneralPCWashington, DC, US$500
Paid GrantVoices for ChildrenGeneralPCMiami, FL, US$475
Paid GrantFlorida Sheriff Youth RanchGeneralPCBoys Ranch, FL, US$375
Paid GrantHillel of Broward and Palm BeachGeneralPCBoca Raton, FL, US$300
Paid GrantTemple Kol Ami EmanuelGeneralPCPlantation, FL, US$270
Paid GrantHeal the PlanetGeneralPCFort Lauderdale, FL, US$250
Paid GrantHealthy Mothers Healthy BabiesGeneralPCWest Palm Bch, FL, US$250
Paid GrantHope LodgeGeneralPCTampa, FL, US$200
Paid GrantFriends of Birch State ParkGeneralPCFort Lauderdale, FL, US$125
Paid GrantFD NowGeneralPCBuffalo Grove, IL, US$100
Paid GrantHIASGeneralPCSilver Spring, MD, US$100
Filing and Contact Details

Filer

Filer Name
Alan & Marsha Levy Charitable Foundation Inc
EIN
26-1556590
Phone
9543284295
Address
75 Royal Palm Drive, Fort Lauderdale, FL 33301

Signing Officer

Name
Marsha O Levy
Title
President
Phone
9543284295
Signed
2026-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Bonnie L Schweiger CPA Pa
Address
20287 MONTEVERDI CIR, BOCA RATON, FL 33498
Preparer
Bonnie L Schweiger CPA
Phone
5614173550
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Marsha O Levy
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Broward Partnership for the Homeless
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Children's Diagnostic and Treatment Ctr
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15PO Box 2000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt171350 E Sunrise Blvd
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19601 N Federal Highway

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