Civic Intelligence

Robert M Levy and Diane V S Levy Family Foundation

990PF • Fiscal year 2015 • EIN 36-7190582

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

Organization Profile
111 S Wacker Dr No 4600Chicago, IL 60606

(312) 621-0600

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

86th percentile

20%

Faster asset growth than 86% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

77%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$8,826,317

Up $1,452,087 (+20%) from 2014

Net Assets

Up

$8,826,317

Up $1,452,087 (+20%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin97th percentile

Revenue

Up

$1,801,267

Up $782,713 (+77%) from 2014

Expenses

Down

$105,853

Down $448,673 (-81%) from 2014

Net Income

Up

$1,695,414

Up $1,231,386 (+265%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$15M$10M$5.0M$0Assets 2011: $5,308,010Liabilities 2011: $0Net Assets 2011: $5,308,0102011Assets 2012: $5,852,946Liabilities 2012: $0Net Assets 2012: $5,852,9462012Assets 2013: $6,885,512Liabilities 2013: $0Net Assets 2013: $6,885,5122013Assets 2014: $7,374,230Liabilities 2014: $0Net Assets 2014: $7,374,2302014Assets 2015: $8,826,317Liabilities 2015: $0Net Assets 2015: $8,826,3172015Assets 2016: $9,302,671Liabilities 2016: $0Net Assets 2016: $9,302,6712016Assets 2018: $13,042,654Liabilities 2018: $0Net Assets 2018: $13,042,6542018Assets 2019: $13,486,467Liabilities 2019: $0Net Assets 2019: $13,486,4672019Assets 2020: $12,806,439Liabilities 2020: $0Net Assets 2020: $12,806,4392020Assets 2022: $14,024,823Liabilities 2022: $0Net Assets 2022: $14,024,8232022

Highlighted filing

2015

Assets$8,826,317
Liabilities$0
Net Assets$8,826,317
Open 2015 Filing

Operations Trend

Revenue Growth91st percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $446,2552011Expenses 2012: $224,2302012Revenue 2013: $1,664,705Expenses 2013: $521,975Net Income 2013: $1,142,7302013Revenue 2014: $1,018,554Expenses 2014: $554,526Net Income 2014: $464,0282014Revenue 2015: $1,801,267Expenses 2015: $105,853Net Income 2015: $1,695,4142015Revenue 2016: $1,380,775Expenses 2016: $486,400Net Income 2016: $894,3752016Revenue 2018: $3,413,204Expenses 2018: $682,874Net Income 2018: $2,730,3302018Revenue 2019: $1,938,696Expenses 2019: $1,113,500Net Income 2019: $825,1962019Revenue 2020: $693,831Expenses 2020: $1,374,500Net Income 2020: -$680,6692020Revenue 2022: $738,980Expenses 2022: $150,139Net Income 2022: $588,8412022

Highlighted filing

2015

Revenue$1,801,267
Expenses$105,853
Net Income$1,695,414
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT M LEVYTrustee-$0--
DIANE VS LEVYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert M Levy and Diane Vs Levy
EIN
36-7190582
Phone
3126210600
Address
111 S WACKER DR NO 4600, CHICAGO, IL 60606

Signing Officer

Name
Robert M Levy
Title
Trustee
Phone
3126210600
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1 S WACKER DRIVE STE 800, CHICAGO, IL 60606
Preparer
Alan H Spigelman
Phone
3126343400
Raw XML Appendix377 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/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02 N LASALLE STREET SUITE 500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060606
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT M LEVY
IRS990PF/StatementsRegardingActyGrp/PhoneNum03126210600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT M LEVY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0JOINT PROJECT OF THE WILMER EYE INSTITUTE AND THE JHU SCHOOL OF EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1RESEARCH HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0JOHNS HOPKINS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1REHABILITATION INSTITUTE OF CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt03400 N CHARLES STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1345 EAST SUPERIOR STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd021218
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd160611
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0150000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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/AppliedToCurrentYearAmt05015
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0400070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08601
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08601
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05015
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08601
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0386454
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT M LEVY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02 N LASALLE STREET SUITE 500
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060602
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0479415
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0479415
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc080,000 SHS MERGE HEALTHCARE INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-04-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt07500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM CHASE-FRAUDULENT WITHDRAWAL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1UNSETTLED CASH DUE FROM HARRIS GLOBAL LARGE CAP LP SALE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt13000000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0243330
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT TO STOCKS CONTRIBUTED AT FAIR MARKET VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ILLINOIS CHARITY BUREAU FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FROM K-1 - HARRIS ASSOCIATES GLOBAL LARGE CAP, LP - PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt163208
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt163208
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt030046
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM K-1 - HARRIS ASSOCIATES GLOBAL LARGE CAP, LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt030046
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt030046
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt020630
TaxesSchedule/TaxesDetail/Amt117000
TaxesSchedule/TaxesDetail/CategoryTxt0FROM K-1 - HARRIS ASSOCIATES GLOBAL LARGE CAP, LP - FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020630
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT M LEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03126210600
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT M LEVY AND DIANE VS LEVY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION C/O ROBERT LEVY
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0367190582
ReturnHeader/Filer/PhoneNum03126210600
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 S WACKER DR NO 4600
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 S WACKER DRIVE STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03126343400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN H SPIGELMAN
ReturnHeader/ReturnTs02016-05-13T09:04:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,826,317
Liabilities
$0
Net assets
$8,826,317
Revenue
$1,801,267
Expenses
$105,853
Net income
$1,695,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.74$0.15$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$12.8$0.69$1.37$0.68
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.00$13.5$1.94$1.11$0.83
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.00$13.0$3.41$0.68$2.73
2016Detailed filing. Detailed filing data is available for this year.$9.30$0.00$9.30$1.38$0.49$0.89
2015Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$1.80$0.11$1.70
2014Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$1.02$0.55$0.46
2013Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$1.66$0.52$1.14
2012Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.22
2011Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.45