Civic Intelligence

The Carole & Joseph Levy Jr Foundation

EIN 36-4251966 • Winnetka, IL

1350 Westmoor TrailWinnetka, IL 60093
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-1771%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-92%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $142,303 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$0

Down $142,303 (-100%) from 2016

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Down

$8,036

Down $98,327 (-92%) from 2016

Expenses

Down

$150,339

Down $70,719 (-32%) from 2016

Net Income

Down

-$142,303

Down $27,608 (-24%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$600K$400K$200K$0Assets 2015: $556,998Liabilities 2015: $300,000Net Assets 2015: $256,9982015Assets 2016: $142,303Liabilities 2016: $0Net Assets 2016: $142,3032016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$200K$0-$200KRevenue 2015: $44,913Expenses 2015: $241,683Net Income 2015: -$196,7702015Revenue 2016: $106,363Expenses 2016: $221,058Net Income 2016: -$114,6952016Revenue 2017: $8,036Expenses 2017: $150,339Net Income 2017: -$142,3032017

Highlighted filing

2017

Revenue$8,036
Expenses$150,339
Net Income-$142,303
Open 2017 Filing

Filings

Most recent year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$8,036
Expenses
$150,339
Net income
-$142,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.08$1.50$1.42
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$1.06$2.21$1.15
2015Detailed filing. Detailed filing data is available for this year.$5.57$3.00$2.57$0.45$2.42$1.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 8, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH LEVY JRDirector-$0--
CAROLE LEVYDirector-$0--
JAMES R HARDTDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Carole & Joseph Levy Jr Foundation
EIN
36-4251966
In Care Of
% CAROLE LEVY
Phone
8474461232
Address
1350 Westmoor Trail, Winnetka, IL 60093

Signing Officer

Name
Carole Levy
Title
Director
Phone
8474461232
Signed
2018-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Miller Cooper & Co Ltd
Address
1751 Lake Cook Road Suite 400, Deerfield, IL 60015
Preparer
Marianne E Phalin
Phone
8472055000
Raw XML Appendix304 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05216
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0188992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0202353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0172965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0120833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0270613
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0270613
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0826830
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0141687
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0188992
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0202353
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0172965
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0120833
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0146903
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0141687
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01097443
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0955756
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0The foundation was terminated as of 6-30-17. All assets of the foundation were distributed to qualified charities. See Part XV for the list of charitable recipients during the final fiscal year. No assets remained as of 6-30-17.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt030000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IL CHARITY BUREAU FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0281
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0281
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Federal tax refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03314
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLE LEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08474461232
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Carole & Joseph Levy Jr Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0364251966
ReturnHeader/Filer/InCareOfNm0% CAROLE LEVY
ReturnHeader/Filer/PhoneNum08474461232
ReturnHeader/Filer/USAddress/AddressLine1Txt01350 Westmoor Trail
ReturnHeader/Filer/USAddress/CityNm0Winnetka
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060093
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01E997F2725E43D80CA5818ECC3DD19B2EF611FE9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01E997F2725E43D80CA5818ECC3DD19B2EF611FE9
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId015866820180465000006
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.11.148.67
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER COOPER & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01751 Lake Cook Road Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Deerfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08472055000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marianne E Phalin
ReturnHeader/ReturnTs02018-02-15T15:42:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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