Civic Intelligence

Lavine Joseph E Foundation 460006018

990PF • Fiscal year 2012 • EIN 34-6516724

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 24, 2013

Organization Profile
C/O Farmers Trust1625 Niles Cortla44484
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

87th percentile

$1,004

Higher top officer pay than 87% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

42nd percentile

-2.4%

Faster asset growth than 42% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$78,962

Down $1,960 (-2.4%) from 2011

Net Assets

Down

$78,962

Down $1,960 (-2.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$5,237

Down $334 (-6.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$100K$50K$0Assets 2010: $82,769Liabilities 2010: $0Net Assets 2010: $82,7692010Assets 2011: $80,922Liabilities 2011: $0Net Assets 2011: $80,9222011Assets 2012: $78,962Liabilities 2012: $0Net Assets 2012: $78,9622012Assets 2013: $71,791Liabilities 2013: $0Net Assets 2013: $71,7912013Assets 2014: $68,829Liabilities 2014: $0Net Assets 2014: $68,8292014Assets 2015: $68,366Liabilities 2015: $0Net Assets 2015: $68,3662015Assets 2016: $65,535Liabilities 2016: $0Net Assets 2016: $65,5352016Assets 2017: $72,100Liabilities 2017: $0Net Assets 2017: $72,1002017Assets 2018: $81,051Liabilities 2018: $0Net Assets 2018: $81,0512018Assets 2019: $79,650Liabilities 2019: $0Net Assets 2019: $79,6502019Assets 2020: $81,161Liabilities 2020: $0Net Assets 2020: $81,1612020Assets 2021: $83,896Liabilities 2021: $0Net Assets 2021: $83,8962021Assets 2022: $80,059Liabilities 2022: $0Net Assets 2022: $80,0592022Assets 2023: $76,192Liabilities 2023: $0Net Assets 2023: $76,1922023Assets 2024: $77,132Liabilities 2024: $0Net Assets 2024: $77,1322024

Highlighted filing

2012

Assets$78,962
Liabilities$0
Net Assets$78,962
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10KExpenses 2010: $6,6372010Expenses 2011: $5,5712011Expenses 2012: $5,2372012Revenue 2013: $5,441Expenses 2013: $12,614Net Income 2013: -$7,1732013Revenue 2014: $3,370Expenses 2014: $6,332Net Income 2014: -$2,9622014Revenue 2015: $5,618Expenses 2015: $6,083Net Income 2015: -$4652015Revenue 2016: $5,036Expenses 2016: $7,867Net Income 2016: -$2,8312016Revenue 2017: $13,487Expenses 2017: $6,919Net Income 2017: $6,5682017Revenue 2018: $15,970Expenses 2018: $7,017Net Income 2018: $8,9532018Revenue 2019: $5,826Expenses 2019: $7,226Net Income 2019: -$1,4002019Revenue 2020: $8,230Expenses 2020: $6,718Net Income 2020: $1,5122020Revenue 2021: $10,100Expenses 2021: $7,366Net Income 2021: $2,7342021Revenue 2022: $4,233Expenses 2022: $8,072Net Income 2022: -$3,8392022Revenue 2023: $3,379Expenses 2023: $7,244Net Income 2023: -$3,8652023Revenue 2024: $8,701Expenses 2024: $7,761Net Income 2024: $9402024

Highlighted filing

2012

Revenue-
Expenses$5,237
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 24, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,004-$1,004
BRYAN LAVINETrustee-$0--
JAMES LAVINETrustee-$0--
LAWRENCE LAVINETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCONGREGATION BETH ISRAELANNUAL SUPPORTRELIGIOUS CHARITYWARREN, OH, US$1,500
Paid GrantCONGREGATION OR VE SHALOMANNUAL SUPPORTRELIGIOUS CHARITYATLANTA, GA, US$1,500
Paid GrantFRIENDS OF THE JEWISH CHAPELSUPPORT PROGRAMRELIGIOUS CHARITYANNAPOLIS, MD, US$500
Filing and Contact Details

Filer

EIN
34-6516724
Raw XML AppendixShowing 400 of 425 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond010,000 JP MORGAN CHASE 4.500%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond110,000 VERIZON NEW ENG 4.750%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond215,000 GOLDMAN SACHS GR 3.550%
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock530 SHS ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock630 SHS DTE ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock770 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock850 SHS MICROCHIP TECHNOLOGY
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BRYAN LAVINE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JAMES LAVINE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LAWRENCE LAVINE
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10FARMERS TRUST COMPANY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03306095057
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101625 NILES-CORTLAND RD NE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WARREN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode044484
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN DOCUMENTATION-NO SPECIFIC APPLICATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0FARMERS TRUST COMPANY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03306095057
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101625 NILES-CORTLAND RD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WARREN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode044484
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0PREFERENCE TO OBSERVE RATIO OF 75% TO ORGANIZATIONS CONNECTED WITH THE HEBREW FAITH OR JEWISH INSTITUTIONS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0ANNUAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1ANNUAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SUPPORT PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CONGREGATION BETH ISRAEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CONGREGATION OR VE SHALOM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12FRIENDS OF THE JEWISH CHAPEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0RELIGIOUS CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1RELIGIOUS CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2RELIGIOUS CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102138 E MARKET STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111681 N DRUID HILLS RD NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12326 FIRST STREET STE 2
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WARREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ATLANTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ANNAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode044483
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode130319
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode221403
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear03500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01765
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear102536
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted04933
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions04301
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY03168
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear02536
OtherAssetsSchedule/OtherAssets/BOYBookValue04000
OtherAssetsSchedule/OtherAssets/BOYBookValue14000
OtherAssetsSchedule/OtherAssets/BOYBookValue23962
OtherAssetsSchedule/OtherAssets/Description0182.232 SHS T ROWE PRICE EQUIT
OtherAssetsSchedule/OtherAssets/Description1133.111 SHS VG WELLINGTON FD
OtherAssetsSchedule/OtherAssets/Description275.000 SHS VG REIT INDEX ETF
OtherAssetsSchedule/OtherAssets/Description3587.372 SHS DELAWARE EXT DURA
OtherAssetsSchedule/OtherAssets/Description4390.625 SHS PIMCO TOTAL RET
OtherAssetsSchedule/OtherAssets/Description5294.551 SHS TEMPLETON GLOBAL
OtherAssetsSchedule/OtherAssets/EOYBookValue04000
OtherAssetsSchedule/OtherAssets/EOYBookValue14000
OtherAssetsSchedule/OtherAssets/EOYBookValue23962
OtherAssetsSchedule/OtherAssets/EOYBookValue34000
OtherAssetsSchedule/OtherAssets/EOYBookValue44000
OtherAssetsSchedule/OtherAssets/EOYBookValue54000
OtherAssetsSchedule/OtherAssets/EOYFMV04820
OtherAssetsSchedule/OtherAssets/EOYFMV14504
OtherAssetsSchedule/OtherAssets/EOYFMV24935
OtherAssetsSchedule/OtherAssets/EOYFMV33982
OtherAssetsSchedule/OtherAssets/EOYFMV43863
OtherAssetsSchedule/OtherAssets/EOYFMV53929
OtherExpensesSchedule/OtherExpenses/Description0MISC EXPENSES (NON-CHARITABLE)
OtherExpensesSchedule/OtherExpenses/Description1STATE OF OHIO FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps150
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,962
Liabilities
$0
Net assets
$78,962
Revenue
-
Expenses
$5,237
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$77.1$0.00$77.1$8.70$7.76$0.94
2023Detailed filing. Detailed filing data is available for this year.$76.2$0.00$76.2$3.38$7.24$3.87
2022Detailed filing. Detailed filing data is available for this year.$80.1$0.00$80.1$4.23$8.07$3.84
2021Detailed filing. Detailed filing data is available for this year.$83.9$0.00$83.9$10.1$7.37$2.73
2020Detailed filing. Detailed filing data is available for this year.$81.2$0.00$81.2$8.23$6.72$1.51
2019Detailed filing. Detailed filing data is available for this year.$79.7$0.00$79.7$5.83$7.23$1.40
2018Detailed filing. Detailed filing data is available for this year.$81.1$0.00$81.1$16.0$7.02$8.95
2017Detailed filing. Detailed filing data is available for this year.$72.1$0.00$72.1$13.5$6.92$6.57
2016Detailed filing. Detailed filing data is available for this year.$65.5$0.00$65.5$5.04$7.87$2.83
2015Detailed filing. Detailed filing data is available for this year.$68.4$0.00$68.4$5.62$6.08$0.47
2014Detailed filing. Detailed filing data is available for this year.$68.8$0.00$68.8$3.37$6.33$2.96
2013Detailed filing. Detailed filing data is available for this year.$71.8$0.00$71.8$5.44$12.6$7.17
2012Detailed filing. Detailed filing data is available for this year.$79.0$0.00$79.0$5.24
2011Detailed filing. Detailed filing data is available for this year.$80.9$0.00$80.9$5.57
2010Detailed filing. Detailed filing data is available for this year.$82.8$0.00$82.8$6.64