Civic Intelligence

The Jeffrey and Susan Levitt Family Foundation

990PF • Fiscal year 2020 • EIN 35-6756859

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 04, 2021

Organization Profile
2000 S Ocean Blvd Apt 209NPalm Beach, FL 33480

(610) 688-2637

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

88th percentile

50%

Higher net margin than 88% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$2,468,255

No earlier filing loaded for comparison.

Net Assets

$2,468,255

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin88th percentile

Revenue

$171,547

No earlier filing loaded for comparison.

Expenses

$86,094

No earlier filing loaded for comparison.

Net Income

$85,453

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2020: $2,468,255Liabilities 2020: $0Net Assets 2020: $2,468,2552020Assets 2021: $2,567,020Liabilities 2021: $0Net Assets 2021: $2,567,0202021Assets 2022: $2,539,168Liabilities 2022: $0Net Assets 2022: $2,605,1792022Assets 2023: $2,255,028Liabilities 2023: $0Net Assets 2023: $2,255,0282023Assets 2024: $2,247,485Liabilities 2024: $0Net Assets 2024: $2,247,4852024

Highlighted filing

2020

Assets$2,468,255
Liabilities$0
Net Assets$2,468,255
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2020: $171,547Expenses 2020: $86,094Net Income 2020: $85,4532020Revenue 2021: $245,649Expenses 2021: $146,884Net Income 2021: $98,7652021Revenue 2022: $157,518Expenses 2022: $119,359Net Income 2022: $38,1592022Revenue 2023: -$85,743Expenses 2023: $198,397Net Income 2023: -$284,1402023Revenue 2024: $189,454Expenses 2024: $196,997Net Income 2024: -$7,5432024

Highlighted filing

2020

Revenue$171,547
Expenses$86,094
Net Income$85,453
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 4, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY LEVITTTrustee-$0--
SUSAN LEVITTTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-VARIOUS-SEE ATTACHED, FL, US$76,325
Filing and Contact Details

Filer

Filer Name
Jeffrey and Susan Levitt
EIN
35-6756859
Phone
6106882637
Address
2000 S OCEAN BLVD APT 209N, PALM BEACH, FL 33480

Signing Officer

Name
Jeffrey Levitt
Title
Trustee
Phone
6106882637
Signed
2021-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Wisla & Cohen Llp
Address
4808 RAINBOW RIDGE CIRCLE, SCHWENKSVILLE, PA 19473
Preparer
Gerard T Wisla
Phone
6102870295
Raw XML Appendix285 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SEC 199A DIVIDENDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt037
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1872
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt037
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1872
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt03854
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt14983
TaxesSchedule/TaxesDetail/Amt03854
TaxesSchedule/TaxesDetail/Amt14983
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03854
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14983
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY LEVITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06106882637
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFREY AND SUSAN LEVITT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0356756859
ReturnHeader/Filer/PhoneNum06106882637
ReturnHeader/Filer/USAddress/AddressLine1Txt02000 S OCEAN BLVD APT 209N
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010761012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WISLA & COHEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04808 RAINBOW RIDGE CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCHWENKSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019473
ReturnHeader/PreparerPersonGrp/PhoneNum06102870295
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERARD T WISLA
ReturnHeader/ReturnTs02021-06-08T10:02:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEVITT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$2,468,255
Liabilities
$0
Net assets
$2,468,255
Revenue
$171,547
Expenses
$86,094
Net income
$85,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.19$0.20$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.09$0.20$0.28
2022Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.61$0.16$0.12$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.25$0.15$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.17$0.09$0.09