Civic Intelligence

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

990PF • Fiscal year 2017 • EIN 36-7511143

Jan 01, 2017 to Dec 31, 2017 • Filed on May 16, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-396%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-12%

Faster asset growth than 25% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-77%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$313,735

Down $41,663 (-12%) from 2016

Net Assets

Down

$313,735

Down $41,663 (-12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$22,363

Down $75,883 (-77%) from 2016

Expenses

Up

$110,981

Up $45,752 (+70%) from 2016

Net Income

Down

-$88,618

Down $121,635 (-368%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2017

Assets$313,735
Liabilities$0
Net Assets$313,735
Open 2017 Filing

Operations Trend

Revenue Growth4th 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

2017

Revenue$22,363
Expenses$110,981
Net Income-$88,618
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 16, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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
2018-05-16
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 Appendix335 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/EOYBookValueAmt0313564
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0TRANSAMERICA
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02902
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0143
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt046955
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ORTHODOX UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FOUNDATION STONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JDC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JQY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4LINCOLN SQUART SYNAGOGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1232 MADISON AVENUE SUITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2220 E 42ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31460 BROADWAY SUITE 9015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4180 AMSTERDAM AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410023
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0108800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt018000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt048139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07468
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07468
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0177809
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt090800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt048139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015541
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023329
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0108800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt090800
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0185277
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt094477
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt046955
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARKET ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0138
TaxesSchedule/TaxesDetail/Amt1143
TaxesSchedule/TaxesDetail/Amt2690
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0143
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MOREY LEVOVITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03104229230
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-16
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/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.238.209.185
ReturnHeader/FilingSecurityInformation/IPDt02018-05-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:55:21
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/PreparationDt02018-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ISAAC BLUMBERG
ReturnHeader/ReturnTs02018-05-21T14:55:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$313,735
Liabilities
$0
Net assets
$313,735
Revenue
$22,363
Expenses
$110,981
Net income
-$88,618
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