Civic Intelligence

Sharon and Joel Labovitz Foundation

990PF • Fiscal year 2020 • EIN 36-3460105

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 24, 2021

227 W 1st St No 950Duluth, MN 55802-5051

(218) 727-7765

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

17th percentile

-40%

Higher net margin than 17% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-0.9%

Faster asset growth than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-37%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$80,083

Down $720 (-0.9%) from 2019

Net Assets

Down

$80,083

Down $720 (-0.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$1,816

Down $1,046 (-37%) from 2019

Expenses

Down

$2,536

Down $972 (-28%) from 2019

Net Income

Down

-$720

Down $74 (-11%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $189,494Liabilities 2011: $0Net Assets 2011: $189,4942011Assets 2012: $98,627Liabilities 2012: $0Net Assets 2012: $98,6272012Assets 2013: $46,789Liabilities 2013: $0Net Assets 2013: $46,7892013Assets 2014: $39,549Liabilities 2014: $0Net Assets 2014: $39,5492014Assets 2015: $94,323Liabilities 2015: $0Net Assets 2015: $94,3232015Assets 2016: $82,717Liabilities 2016: $0Net Assets 2016: $82,7172016Assets 2017: $81,292Liabilities 2017: $0Net Assets 2017: $81,2922017Assets 2018: $81,449Liabilities 2018: $0Net Assets 2018: $81,4492018Assets 2019: $80,803Liabilities 2019: $0Net Assets 2019: $80,8032019Assets 2020: $80,083Liabilities 2020: $0Net Assets 2020: $80,0832020Assets 2021: $79,140Liabilities 2021: $0Net Assets 2021: $79,1402021Assets 2022: $70,981Liabilities 2022: $0Net Assets 2022: $70,9812022Assets 2023: $72,452Liabilities 2023: $0Net Assets 2023: $72,4522023Assets 2024: $72,288Liabilities 2024: $0Net Assets 2024: $72,2882024

Highlighted filing

2020

Assets$80,083
Liabilities$0
Net Assets$80,083

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2011: $79,4192011Expenses 2012: $94,6892012Revenue 2013: $7,414Expenses 2013: $59,252Net Income 2013: -$51,8382013Revenue 2014: $58,912Expenses 2014: $66,152Net Income 2014: -$7,2402014Revenue 2015: $76,587Expenses 2015: $21,813Net Income 2015: $54,7742015Revenue 2016: $1,821Expenses 2016: $13,427Net Income 2016: -$11,6062016Revenue 2017: $2,034Expenses 2017: $3,459Net Income 2017: -$1,4252017Revenue 2018: $2,628Expenses 2018: $2,471Net Income 2018: $1572018Revenue 2019: $2,862Expenses 2019: $3,508Net Income 2019: -$6462019Revenue 2020: $1,816Expenses 2020: $2,536Net Income 2020: -$7202020Revenue 2021: $1,559Expenses 2021: $2,502Net Income 2021: -$9432021Revenue 2022: $2,453Expenses 2022: $10,612Net Income 2022: -$8,1592022Revenue 2023: $4,179Expenses 2023: $2,708Net Income 2023: $1,4712023Revenue 2024: $3,670Expenses 2024: $3,834Net Income 2024: -$1642024

Highlighted filing

2020

Revenue$1,816
Expenses$2,536
Net Income-$720
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 24, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK LABOVITZPres, Director-$0--
JOEL LABOVITZTreas, Secy, Director-$0--
SHARON LABOVITZDirector-$0--
ANNE LABOVITZDirector-$0--
SARAH BAUERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sharon & Joel Labovitz Foundation
EIN
36-3460105
Phone
2187277765
Address
227 W 1ST ST NO 950, DULUTH, MN 55802-5051

Signing Officer

Name
Mark D Labovitz
Title
President
Phone
2187277765
Signed
2021-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
227 WEST FIRST STREET SUITE 700, DULUTH, MN 55802
Preparer
Julie Boyer
Phone
2187275025
Raw XML Appendix297 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHARON LABOVITZ
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02479
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04142
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07522
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017516
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01663
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015853
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07522
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07522
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02479
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023375
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025038
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt057
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK D LABOVITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02187277765
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARON & JOEL LABOVITZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0363460105
ReturnHeader/Filer/PhoneNum02187277765
ReturnHeader/Filer/USAddress/AddressLine1Txt0227 W 1ST ST NO 950
ReturnHeader/Filer/USAddress/CityNm0DULUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0558025051
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST FIRST STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055802
ReturnHeader/PreparerPersonGrp/PhoneNum02187275025
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE BOYER
ReturnHeader/ReturnTs02021-03-31T15:27:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LABOVITZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.04$0.04$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.04$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.02$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.02$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.02$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.03$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.03$0.02$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.02$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.02$0.13$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.77$0.22$0.55
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.59$0.66$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.07$0.59$0.52
2012Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.95
2011Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.79