Civic Intelligence

Morey and Debbie Levovitz Chrtbl Fndtn -Nonexempt Sec 4947A1 Tr-

990PF • Fiscal year 2016 • EIN 36-7511143

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 13, 2017

Organization Profile
2905 Solamere DrivePark City, UT 84060

(310) 422-9230

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

79th percentile

26%

Faster asset growth than 79% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

501%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$355,398

Up $73,949 (+26%) from 2015

Net Assets

Up

$355,398

Up $73,949 (+26%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin86th percentile

Revenue

Up

$98,246

Up $81,905 (+501%) from 2015

Expenses

Up

$65,229

Up $34,275 (+111%) from 2015

Net Income

Up

$33,017

Up $47,630 (+326%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$400K$300K$200K$100K$0Assets 2010: $147,086Liabilities 2010: $0Net Assets 2010: $147,0862010Assets 2011: $133,922Liabilities 2011: $0Net Assets 2011: $133,9222011Assets 2012: $265,399Liabilities 2012: $0Net Assets 2012: $265,3992012Assets 2013: $353,574Liabilities 2013: $0Net Assets 2013: $353,5742013Assets 2015: $281,449Liabilities 2015: $0Net Assets 2015: $281,4492015Assets 2016: $355,398Liabilities 2016: $0Net Assets 2016: $355,3982016Assets 2017: $313,735Liabilities 2017: $0Net Assets 2017: $313,7352017Assets 2018: $259,479Liabilities 2018: $0Net Assets 2018: $259,4792018Assets 2019: $292,818Liabilities 2019: $0Net Assets 2019: $292,8182019Assets 2020: $296,764Liabilities 2020: $0Net Assets 2020: $296,7642020Assets 2021: $250,197Liabilities 2021: $0Net Assets 2021: $250,1972021Assets 2022: $196,235Liabilities 2022: $0Net Assets 2022: $196,2352022Assets 2023: $178,010Liabilities 2023: $0Net Assets 2023: $178,0102023Assets 2024: $86,609Liabilities 2024: $0Net Assets 2024: $86,6092024

Highlighted filing

2016

Assets$355,398
Liabilities$0
Net Assets$355,398
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$200K$100K$0-$100KExpenses 2010: $29,1702010Expenses 2011: $13,1642011Expenses 2012: $18,5232012Revenue 2013: $100,000Expenses 2013: $11,825Net Income 2013: $88,1752013Revenue 2015: $16,341Expenses 2015: $30,954Net Income 2015: -$14,6132015Revenue 2016: $98,246Expenses 2016: $65,229Net Income 2016: $33,0172016Revenue 2017: $22,363Expenses 2017: $110,981Net Income 2017: -$88,6182017Revenue 2018: $31,179Expenses 2018: $33,899Net Income 2018: -$2,7202018Revenue 2019: $24,477Expenses 2019: $31,125Net Income 2019: -$6,6482019Revenue 2020: $25,733Expenses 2020: $33,432Net Income 2020: -$7,6992020Revenue 2021: $19,286Expenses 2021: $90,000Net Income 2021: -$70,7142021Revenue 2022: $19,459Expenses 2022: $16,733Net Income 2022: $2,7262022Revenue 2023: $26,326Expenses 2023: $52,155Net Income 2023: -$25,8292023Revenue 2024: $35,334Expenses 2024: $112,392Net Income 2024: -$77,0582024

Highlighted filing

2016

Revenue$98,246
Expenses$65,229
Net Income$33,017
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MOREY LEVOVITZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Morey Levovitz Charitable
EIN
36-7511143
Phone
3104229230
Address
2905 SOLAMERE DRIVE, PARK CITY, UT 84060

Signing Officer

Name
Morey Levovitz
Title
Trustee
Phone
3104229230
Signed
2017-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Isaac Blumberg Cpas
Address
315 S BEVERLY DRIVE SUITE 501, BEVERLY HILLS, CA 90212-4316
Preparer
Isaac Blumberg
Phone
3105511925
Raw XML Appendix294 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0339380
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt065000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt065000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0107476
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt03142
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03142
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt033017
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013807
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0139
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010804
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt033017
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt040932
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0355398
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0281449
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0355398
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016861
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016861
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016861
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016999
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0138
IRS990PF/DistributableAmountGrp/TotalTaxAmt0138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0138
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0138
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0281449
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05177
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016861
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07468
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012404
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012404
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt094477
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt048139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015541
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023329
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07468
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt048139
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0106881
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt058742
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ABRAHAM & MARILYN LEVOVITZ
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01215 CHESTNUT STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEWTON UPPER FALLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002464
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0107476
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt040932
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARKET ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1139
TaxesSchedule/TaxesDetail/Amt280
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0139
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MOREY LEVOVITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03104229230
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOREY LEVOVITZ CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORE
ReturnHeader/Filer/EIN0367511143
ReturnHeader/Filer/PhoneNum03104229230
ReturnHeader/Filer/USAddress/AddressLine1Txt02905 SOLAMERE DRIVE
ReturnHeader/Filer/USAddress/CityNm0PARK CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084060
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A8B2EAF58693DFB66745B8BE1E5E72A81BA0185B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A8B2EAF58693DFB66745B8BE1E5E72A81BA0185B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954081192
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ISAAC BLUMBERG CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0315 S BEVERLY DRIVE SUITE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEVERLY HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0902124316
ReturnHeader/PreparerPersonGrp/PhoneNum03105511925
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ISAAC BLUMBERG
ReturnHeader/ReturnTs02017-06-19T09:56:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$355,398
Liabilities
$0
Net assets
$355,398
Revenue
$98,246
Expenses
$65,229
Net income
$33,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.35$1.12$0.77
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.26$0.52$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.19$0.17$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.19$0.90$0.71
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.26$0.33$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.24$0.31$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.31$0.34$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.22$1.11$0.89
2016Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.98$0.65$0.33
2015Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.16$0.31$0.15
2013Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$1.00$0.12$0.88
2012Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.19
2011Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.29